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

To: Ram Seetharaman who wrote (6027)	9/21/1999 11:18:00 PM
From: tejek	Read Replies (1) \| Respond to of 9582

Ram It was good to see that alsc closed near its high for the day. Bought some more. ted

To: Ram Seetharaman who wrote (6027)	9/22/1999 2:02:00 AM
From: DJBEINO	Respond to of 9582

[World DRAM Price] DRAM Prices Rise in North America to Follow Europe, Asia September 22, 1999 (TOKYO) -- The 30-day rolling average price of 64Mb DRAMs (PC100) for large users began to rise in the North American market, following the rises in Asia and Europe. With the beginning of the price rise in the North American market, the DRAM prices have now begun to rise in all regions. The price in the North American market had been on a decline. According to ICIS-LOR, which surveys DRAM prices worldwide, the 30-day rolling average price of 64Mb DRAMs (8M x 8, PC100) for large users in the period up to Sept. 3, 1999 (Aug. 5-Sept. 3) was US$5.83 in North America, US$6.00 in Europe and US$6.12 in Asia. ICIS-LOR has offices in London, Houston and Singapore. Compared to the previous week (the 30-day period to Aug. 27), the price increased by 1.50 percent in North America, by 3.94 percent in Europe and 3.70 percent in Asia. While the spot price has been rising, now it appears that the rise in the price for long-term users is also likely to start on a full scale. However, the price increase in the spot market is steeper than that of the long-term contract market, and the gap between the two is becoming larger. The spot price for 64MB dual in-line memory modules (DIMMs, PC100) rose 8.17 percent from the previous week to US$58.67 in North America, 7.89 percent in Europe to US$59.70 and 7.51 percent to US$58.86, and the momentum is likely to reach the US$60 range. nikkeibp.asiabiztech.com

To: Ram Seetharaman who wrote (6027)	9/22/1999 9:30:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

if 3com is doing great, ALSC must be doing exscellent (3com is aslc major customer) 08:00 [COMS] 3COM SHARES RALLY 2 11/16 TO 30 IN PRE-MARKET ACTIVITY, JEFFERIES. 3Com Rises After 1st-Qtr Profit Surges 38%, Topping Forecasts Santa Clara, California, Sept. 22 (Bloomberg) -- 3Com Corp. shares rose as much as 9.8 percent after the No. 2 maker of computer-networking equipment said fiscal first-quarter profit rose a better-than-expected 38 percent. The shares rose as much as 2 11/16 to 30 in early trading. Before today, they had fallen about 63 percent since the end of 1996, making 3Com the eighth-worst performer on the Standard & Poor's 500 Index during that time. 3Com boosted sales of its Palm handheld organizers by 50 percent to $174.2 million, while revenue from equipment that links corporate computers rose 9 percent. The company also benefited from a more efficient inventory management system, letting it buy cheaper parts more quickly, said President and Chief Operating Officer Bruce Claflin. ''They're running the operation a lot tighter,'' said Patrick Houghton, an analyst at Sutro & Co., who rates 3Com shares ''buy.'' The company late yesterday said profit from operations for the period ended Aug. 27 rose to $119.3 million, or 33 cents a share, from $86.7 million, or 24 cents, a year earlier. Revenue fell 1.3 percent to $1.39 billion from $1.41 billion. Gross margin, or the percentage of sales left after subtracting production costs, widened to 46.7 percent from 42.9 percent a year ago. Sales of older products, which include telephone-based modems and computer-connection cards, dropped 19 percent to $539 million. The company was expected to earn 24 cents a share, the average estimate of analysts polled by First Call Corp. Estimates ranged from 17 cents to 26 cents. Analysts expected revenue of about $1.39 billion to $1.45 billion.