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Technology Stocks : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: AJ Berger who wrote (5342)	7/11/1999 11:51:00 PM
From: Madharry	Read Replies (2) \| Respond to of 9582

Oddly enough there were few people on this thread when the stock was selling in the 3s. No-one wanted it then, certainly not wall street despite the apparent value . Now that is around 11, people are questioning whether there is any value left and feel that perhaps they are too late to invest. I believe the stock is worth 20 easy and perhaps more because I expect BRCM and UMC to appreciate in value over the next two years, and if ALSC's new products take-off things will be even better. My only regret is that I tooks some profits off the table at 6, just before they announced the purchase of the foundry investment in exchange for shares. Needless to say I plan on holding ALSC for quite awhile until the market starts to reflect its true value, cause I see the upside as heavily outweighting the downside here.

To: AJ Berger who wrote (5342)	7/14/1999 12:59:00 AM
From: DJBEINO	Read Replies (2) \| Respond to of 9582

Fujitsu to reduce output of 64-MB synchronous DRAMs TOKYO (AFX-ASIA) - Fujitsu Ltd said it will cut the monthly output of its 64-megabit synchronous DRAM chips in the year to March 2000 from the originally planned level of 2.5 mln. The cut is due to falling prices. A company spokesperson, however, said it "cannot confirm the new production level." The Nihon Keizai newspaper earlier reported Fujitsu plans to cut monthly output to 2.0 mln units. The newspaper also said as a result of this move, the ratio of Fujitsu's DRAM output will fall to 10 pct of its total semiconductor output in the year to March 2000. In curtailing DRAM output, Fujitsu said it will use the idle production lines to boost production of flash memory chips. "Our company is making a shift to non-PC chip businesses," the spokesperson said.