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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 (8856)	10/30/2000 8:07:17 AM
From: DJBEINO	Read Replies (1) of 9582

My comments on Taiwan-UMC,SRAM,DRAM: The above is what is effecting alsc stock price. lets take one at a time: SRAM: 1-from an SG cowen on ISSI (oct 3): "SRAM market is essentially "sold out" through the end of C00 at stable or rising ASP" cnetinvestor.com 2- from BOA downgrade of IDTI(October 27, ): "industry sources suggest continued firmness in SRAM and standard logic segments" news.moneycentral.msn.com DRAM: ALSC main products (EDO) 16Mb (4Mx4) & 16Mb (1Mx16) are selling @ 5.2 & 4.3 resp, ABOVE 64m DRAM prices. dramexchange.com alsc edo products: alsc.com TAIWAN: GOD helps us on taiwan politics. I believe, The scraping of the nuke plant in taiwan is allready factored in the stock market. I think every bad news is factored in the taiwan stock market!!!. We might see 2-3 days of deterioration in UMC stock.this should be a short term effect. one thing I follow is Foreign Investors continue to buy in Taiwa market while the locall investor is selling: Taiwan's Foreign Investors Bought Net NT$1.36B Shrs Mon TAIPEI (Dow Jones)--Foreign institutional investors bought a net NT$1.36 billion (US$1=NT$32.317) worth of shares Monday, the Taiwan Stock Exchange said in a statement. Month-to-date, foreign institutional investors have bought a net NT$16.2 billion worth of shares on the main board. Taiwan's Mutual Funds Sold Net NT$144.1M In Shares Mon TAIPEI (Dow Jones)--Taiwan mutual fund managers sold a net NT$144.1 million (US$1=NT$32.317) worth of shares Monday, the Taiwan Stock Exchange said in a statement. Month-to-date, mutual fund managers have sold a net NT$4.46 billion worth of shares on the main board. YOU be the judge as what to do with ALSC. SRAM/DRAM are not seeing any weakness in price or demand, UMC fundemantels are excellent, Taiwan politics is the "SHITIEST" you can ever get Lets not forget alsc conference on Nov 1

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