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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 (7388)	4/28/2000 12:30:00 PM
From: Steve Lewis	Read Replies (2) of 9582

<Long term, it won't matter except to make it easier for the company to report blowout earnings that exceed the consensus by a larger number. And it will be easier for Needham to reiterate a Strong Buy while ratcheting up the numbers.> Yes. If the supposed looming demand imbalance creates a supply "panic" this summer, then component prices will go up. This scenario combined with ALSC's new flash and 64Meg parts should bode well for future core profits and revenue increases. Their wafer access allows/helps them grow in a supply-constrained environment. Several things need to line up but it is probable that the core business (not to mention the growth of stock assets) will help ALSC approach and possibly exceed the highs of 1995 ($48). (late 2000?)

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