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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 (4518)1/19/1999 1:50:00 PM
From: Woody_Nickels  Read Replies (1) of 9582
 
-.08 this qtr compares very favorably to last qtr.
Any analyst except M. Murphy, he seem to be the kiss of death for
many small co's!
How is ALSC planning to meet the upcoming Rambus memory shortage?
Do they have a compatible, yet alternative, technology? Licensing
from Rambus is likely expensive and the fabs require more equipment
for processing and testing. Is USC following UMCs lead?
I DO like the low power/high speed work ALSC is doing. Good strategy
for the future.
Ken
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