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Technology Stocks : Alliance Semiconductor

ALSC 0.810

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Jul 10 5:00 PM EST

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To: Northern Marlin who wrote (8553)	9/26/2000 9:44:00 AM
From: Ken Muller	Read Replies (1) of 9582

Phil: <<Is there a fabless chip producer that's a public company whose current product line is comparable to ALSC's? How about ISSI?>> ISSI is very similar with a slightly higher % of products/revenue in the sram arena. High speed sram is experiencing very high growth in networking market due to data buffering requirements. There are not a lot of small firms, GSI and ISSI are the 2 that come to mind. The big guys are still there: Samsung, IDT, Cypress, Mitsubishi, Hyundai, among others. ALSC is still behind the others in high speed sram availability.

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