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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Ram Seetharaman who wrote (7371)	4/27/2000 5:47:00 PM
From: Czechsinthemail	Read Replies (1) of 9582

Ram, Thanks for the CC highlights. Here are a few items I gathered: Book value/share is now $22.36. They are expecting better than 20% revenue growth over the next two quarters. In the most recent quarter, they increased units shipped by about 6%. The ongoing shifts to smaller line designs will increase yields per wafer significantly. Regarding investments, the company plans tohold on to UMC for some time (half the shares are available for sale in early July). They hope to be able to sell Chartered Semi shares in a secondary offering. Broadcom and Vitesse shares they may keep or sell. They sold some BRCM and now have about 488,000 shares. Taxes: The 4Q tax rate was 41.4%. They expect a 40.7% rate going forward.

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