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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Czechsinthemail who wrote (7315)	4/21/2000 9:40:00 AM
From: Steve Lewis	Read Replies (1) of 9582

Another angle in which to possibly consider ALSC's upside for it's core chip business: - ALSC owns rights to a certain amount of wafer production(UMC & Charter) with minimum amounts necessary. When and if the supply shortage comes , they will have access & the ability to produce additional wafer volumes (within reason). It's also possible that they can "trade" they wafer rights to other partners (for a reduced R0I but at least, in theory, a return) I'm not sure how to quantify this "trade" and it is only speculative at this point. The chip supply/demand situation and the investing "herd's" reaction should be evident by Labor Day hopefully.

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