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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Norrin Radd who wrote (2081)	12/3/1997 2:33:00 PM
From: slob	Read Replies (2) of 9582

Tom: It looks like ALSC is getting near buy range. Has anyone done an analysis on the worst-case downside for ALSC. It seems to me that all the Joint-Ventrue fab deals need to be looked at very closely. I remember when CRUS's margins got hit hard because they were not fully utilizing the reserved fab capacity. Apart from that I cant see any reason why ALSC will continue to fall. I'd expect a pull-back on revenue for the next couple of Q's especially if Samsung starts dumping. Anyway I'm starting to do some T/A and looking for an entry point. Slob

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