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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: B.G. Mayers who wrote (7133)3/20/2000 1:27:00 PM
From: DJBEINO  Read Replies (2) of 9582
 
Analyst Charles Boucher said inventories for dynamic random access memory semiconductor chips, which have risen since the fourth quarter of last year, are starting to decline.

"Insufficient DRAM capital spending during the last few years will likely cause worsening DRAM supply shortages later in 2000," Boucher said in a research note. "DRAM bit growth should accelerate during the remainder of 2000, causing average selling prices to rise and leading to stronger revenue and earnings growth for Micron."

zdii.com
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