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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: John Liu who wrote (7697)	6/9/2000 1:25:00 PM
From: Peter H. Mack	Read Replies (1) of 9582

John... Alliance does have a flash memory product AS29LV400T which, if you go to their site has a rather extensive data sheet. They talk about embedded memory technology coming from their adventures in Graphics, and this product is in a sense using that technology as there is a good deal of logic and memory combined on the chip. However, it is early because they are sampling at this time and taking orders for Q3 production. UMC is primarily a foundry and does not produce product in competition with its customers.. However UMC does have a stake (40%) in Unipac which is developing displays and which is taking a large stake in Trident. UMC is moving on building Fab units with ever larger wafer sizes (8 inch now and 12 inch in the future along with technology to reduce line widths to .18 micron. Since Alliance has an arrangement with UMC, it should have access to their technologys and hence is a strong position in the ongoing market.. I would suggest, for example, that you look at White Electronics (WEDC) which is in a packaging business and sells flash memory as well as other things, but has no foundry deals, and SSTI which does have foundry deals and has a very high valuation. Both of these companies make ALSC look pretty darned attractive. As far as ALSC goes, it could be worth while to update the Assets table that DJ occasionally comes out with, and also compare a linear extension of the current trend that ALSC is running at the current time. The probability of ALSC doing another 20% incremental growth in sales this quarter is good, and if you estimate price on the basis of P/S = 10 you come up with good confirmation that the future has excellent prospects with little downside risk. pete

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