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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: Norrin Radd who wrote (2170)12/20/1997 9:12:00 PM
From: jtechkid  Read Replies (3) of 9582
 
alsc, finally good things will start to happen. the asia crises is the best thing for dram sram companies in the llast three years why? in 1995 when sram peaked it was simply because demand just took off for the whole tech sector. in asia the key has been market share in expense of profits, seliing sram dram at sometime almost cost. now with the devaluation and crises that will no longer be the case. output will be slowed and prices must be increaded to remain solvent. this is why mu was up big for the week . smart money is betting on this. alsc and sram,dram, needed something like this to hurt their competitors to slow spending-capacity and increas pricing to where these asian companis can survive. the risk is alsc and tecks can see demand weaken a little but if it drops off severly then it will not be that big of occurence. anyway, this benifits alsc
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