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

To: Harlan Huber who wrote (5531)	7/23/1999 9:21:00 PM
From: Charles R	Respond to of 9582

Harlan, <Charles: Can you summarize any more of your impressions that you got from talking with the person who listened in to the CC. Was the company upbeat about the coming quarter ended Sept 30 or noncomittal? Did they mention the names or anything about the startup companies they plan to invest $7 million dollars into in the current quarter?> I didn't talk to anyone who listened to the conf call - You probably intended to address this to "stocktalk". Nonetheless, my impression is that they are upbeat about Q2 and Q3 and that is why the inventory was built up. The product delay (high speed SRAM adn DRAM) did throw some what of a monkey wrench into their plans and I expect analysts to take a "show me" attitude. Chuck