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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: DJBEINO who wrote (8392)	9/10/2000 11:49:21 AM
From: Ken Muller	Read Replies (3) of 9582

DJBEINO: Thank you for the annual meeting comments. Lets put a little realisim into their presentation: <<Diversify strategy: embeded memory and logic: speed up internet routing (product next year)>> This is the first comment I have seen in a year about their ill fated network processor. Now we are to expect a new product next year. Uhhh, OK... <<* invested in 27-28 com>> Still no need to let the ALSC investors know who they are. <<new 8m coming (next 3-4weeks-4q>> Good. There are 4 different flavors of 8 Meg Sram currently available in the market. The highest performance is the "no wait state" pipeline or flow through devices. No mention from ALSC about their performance, right? <<Not in competition with Micron>> Ludicrous statement. Micron added capacity to support 16 Meg Sdrams and is very active in 4 and 8 Meg Sram market for the telecom market. If they are not competing with Micron, they are not calling on customers in the US. <<products based on .18 micron,>> No mention of which products, right? Since .18 micron uses low voltage (1.8 volts Vcc), I challenge anyone to go to the ALSC web site and find any product which is using 1.8 (or 2.5 for that matter)Vcc. The stock should really zoom after that meeting.

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