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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Ken Muller who wrote (2311)	1/14/1998 7:00:00 PM
From: MoonBrother	Read Replies (2) of 9582

Ken, you wrote <1. Cash is now down to $14 million. That's enough for 1 quarter. They will either have to sell fab stock or start borrowing funds this quarter. 2. The cost of manufacturing has risen above sales revenue. What this means to those who don't follow the accounting, is that ALSC is losing money with every device they make, exclusive of the company overhead costs.> Looks like you are the person who "don't follow the accounting". 1. The reason Alliance's cash is down to $14mil is because they have contributed another $17mil in the qtr to USC. Adding that money back, ALSC would have $31mil in the bank. 2. the cost of manufacturing includes a $6mil inventory charge. Without the charge the cost would be significantly lower. In fact, this qtr's balance sheet has demonstrated that the profit margin for the products sold in the qtr has risen considerably, which echoes the fact that we know that Alliance makes decent profit on 256x16 chips (now selling at $2.50 each). I thought you know better than what you've written here. You are either deliberately misleading others or have temporarily lost your IQ. But no matter what the case is, please do your own a favor as to buy some shares tomorrow, or else your would miss the chance to get any ALSC at $6 range. Good luck! MB BTW, I've tried to call Janine Zanile (IR at Alliance) this afternoon, and didn't get through. I'll try tomorrow again, and let you know what I got.

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