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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: DJBEINO who wrote (8556)9/25/2000 7:04:36 PM
From: Stewart D. Mackie  Read Replies (1) of 9582
 
Your article contains the following statement...

"Taiwan's other major chip makers said they, too, were rapidly diversifying into faster-growing areas because of the PC growth slowdown"

This sounds like a move out of PC oriented chip production to other device chip production. This is a move into ALSC space and should put downward pressure on pricing. We may have to rely more and more on the investment portfolio for our value.
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