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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: DJBEINO who wrote (4879)	5/1/1999 1:34:00 PM
From: Ken Muller	Read Replies (2) of 9582

DJBEINO: I agree fab capacity will tighten up. ALSC is/will be a strong asset valuation company. In addition, I believe they will sell some of their Broadcom stock each quarter to boost overall profitability. So they definitely now have staying power. As a player in the memory business they are below the radar screen. They just don't have the resources necessary to compete. Perhaps once the memory market tightens they will find a niche market. Right now it doesn't exist. JMO

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