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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Ken Muller who wrote (6667)	12/21/1999 10:07:00 PM
From: Ram Seetharaman	Read Replies (1) of 9582

It will take ALSC quite a while to be in the same league as LLTC, MCHP, ALTERA etc as a chip business. But they have understood their limitations and put their money like CMGI - investing money in other winners like BRCM, UMC, Charter semi. While it was way undervalued at $ 4, it is still undervalued in light of all these new developments. Regarding ALSC obtaining huge chip orders, I wouldn't put too much faith in it. They will get some orders, but it won't be phenomenal or humongous. Their investments and some SRAM orders will carry them well in this cycle. I don't see any problem in ALSC hitting $ 25 in 2000!

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