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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: who started this subject	10/23/2000 2:11:54 PM
From: Peter H. Mack	Read Replies (2) of 9582

UMC made an excellent presentation... it is available at umc.com The most noteworthy is the increase that is happening in flash. Also that computer and communications seem to be balanced for majority of business. Fabless is by far the dominant customer..(like ALSC) and sdram & dram are fairly small portions of the market. Since UMC is the most important asset, it is nice to get a view of what is happening with them. Looks good. pete

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