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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 (1932)11/6/1997 10:32:00 PM
From: DJBEINO  Read Replies (2) of 9582
 
I talked to Janine Zanellie at IR of ALSC this afternoon.

Here are my notes:

1- ALSC shifted most productuion to other Product lines then DRAM
2- this Quarter should be 40% DRAM, 40% SRAM, 20% Flash/Graphics
3- Most DRAM shipping this Quarter will be SDRAM. SDRAM has higher margin Then EDO
4- Possibility of JV1 IPO next year
5- 64M DRAM to start shipping early next year
6- Two new flash products to ship in the next two quarters
7- The 29M in Revenuesÿlast quarter should be exceeded this Quarter
8- No impact from the crisis in ASIA. 20% of revenues come from ASIA
9- everything looks on track

-:) :-) -:) :-) -:) :-) -:) :-)
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