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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 (7741)	6/15/2000 4:55:00 PM
From: Peter H. Mack	Read Replies (1) of 9582

Baird . . My point was that by observing the evolution of the product sheets, it is fairly easy to discern some information about what is getting the company's attention. Actually, I see the improved emphasis on the low power Intelliwatt line as encouraging, as there had been recent news items regarding this type of memory for use in cell phones and that market appears to be excellent also. I am assuming that there is considerable maturity in this line as it was first mentioned in the Feb 99 10Q report. The unused production capacity, which has been mentioned before, is of course a blessing, and is the very thing that we count on to achieve the quarterly 20% incremental gains that we have been experiencing and hope to see continue in the future. But in addition, is preproduction engineering support capacity and how best to meet marketing prospects. This involves setting priorities and I would hope that these people are very very busy these days as the company ramps upward. As for the 1 - 2 PE. I saw some information the other day that ISSI also had some sizable investments in Flash memory. Yet they are running a much higher PE. Either they are exceedingly blessed by popularity or we have some fantastic prospects with ALSC. The PMC announcement indicates that we will have yet another quarter of benefit from investments. This apparently will have a positive impact on earnings as well as an improvement in asset holdings. If this pattern continues through more quarters, this should eventually impact price appreciation more than it does now. pete

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