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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: DJBEINO who wrote (6966)2/22/2000 11:49:00 PM
From: DJBEINO  Read Replies (3) of 9582
 
more on the cfo conversation:

1-Big backlog of dram
2-ALSC to get an additional 20% stock dividends from UMC (waiting for UMC confirmation)
3-still no 64m DRAM Product
4-ALSC has not shipped any IRP products due to "cylinder reposition" problem.
5-UMC adr's should be in April
6-margin to be 35%+
7-more analyst coverage soon!
8-the companies that alsc invested in will not be named unless they go public or taken over
9- alsc continue to buy back thier shares over the 500k announced.they have the money to do it and it is cheap
10-ALSC still owns about 250K shares of brcm (pre split)
11- ASP are up from last quarter but down a little sice Jan.
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