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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: Ausdauer who wrote (7452)5/8/2000 7:03:00 PM
From: Czechsinthemail  Read Replies (2) of 9582
 
Ausdauer,

I'm not close enough to ALSC management to be able to answer your question about why they have been slow deploying new flash products. Looking over their product sheets, they are in the process of rolling out a large number of new chips.

If I were to hazard a guess, the delays might be because they have been conservative rather than early deployers. I don't know exactly how long it takes to design and set up production for DRAM/SRAM/Flash chips. But given a fairly long and bleak period for chipmakers, they may have held back on hirings and major design and production commitments until they had clearer indications of market demand.

It is easy to second guess that decision when we are moving into a strong semiconductor market. But look where semi stocks were a year ago. Overall, I would say the Reddys have done a good job of husbanding resources and targeting profitable investment opportunities. Their foundry investments look very good, as I think will the venture programs.

We will see if they are able to ramp up production on their new chips. If so, and they have decent pricing going forward, I think they have a good chance of exceeding current earnings estimates by a wide margin.
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