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


To: AJ Berger who wrote (5552)7/25/1999 1:14:00 PM
From: Ken Muller  Read Replies (1) | Respond to of 9582
 
Al:

<<that they would take advantage of their industry recovery>>

There has been no industry recovery in 1999 in the low density commodity memory business. Margins are still horrible. Best estimates right now for recovery is after Rambus requirements kick in, 2nd quarter 2000.

Pay attention to the upcoming Chartered Semi IPO scheduled later this year. That will get plenty of hype.

Ken