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

To: Woody_Nickels who wrote (5648)	7/30/1999 12:37:00 AM
From: Ken Muller	Respond to of 9582

Ken: <<Ken, Several of us remember when you did not like ALSCs prospects>> I still do not like ALSC's prospects in either Dram or Sram. They will be extremely fortunate to break even on those products. However, just selling 10-15% Flash could boost revenue and profits significantly. I also suspect this company will be/is getting professional advice on how to maximize the share value of the huge asset transfers they will be receiving. That information will travel to institutional contacts. A lot of long term upward pressure. On the downside, I see a few "unexplained dumps" coming similar to what happened last week. But, all in all, a very worthwhile asset play.