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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: tejek who wrote (6008)	9/20/1999 10:12:00 PM
From: AJ Berger	Read Replies (2) of 9582

Power Disruptions are the Biggest Headache Taiwan is pretty active, so even a 5.0 in the fabrication region should be manageable. However, we have seen in the past how the socialist built power distribution system can hurt these companies despite many having their own electrical generation stations. It was surprising to see ALSC down while Micron and others rose. We must be at the mercy of many small investors who don't know how to gauge such news, and daytraders who don't want to take any chances. Hopefully overnight we'll get a better picture of what the impact truely is. My guess is, if there is power disruption but no facilites damaged then we should be fine. If facilities were damaged and/or continued power disruptions are feared, or worse the socialists force the fabricators to sell their electricity back into the island's grid, then we're in trouble. Also, the countries train system not running is bothersome. I don't know how much these workers end up commuting, but you can be sure it's not by car...

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