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

To: Ken Muller who wrote (6667)	12/21/1999 10:07:00 PM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 9582

It will take ALSC quite a while to be in the same league as LLTC, MCHP, ALTERA etc as a chip business. But they have understood their limitations and put their money like CMGI - investing money in other winners like BRCM, UMC, Charter semi. While it was way undervalued at $ 4, it is still undervalued in light of all these new developments. Regarding ALSC obtaining huge chip orders, I wouldn't put too much faith in it. They will get some orders, but it won't be phenomenal or humongous. Their investments and some SRAM orders will carry them well in this cycle. I don't see any problem in ALSC hitting $ 25 in 2000!

To: Ken Muller who wrote (6667)	12/22/1999 1:25:00 AM
From: DJBEINO	Respond to of 9582

Taiwan's TWSE Index rose 79.04 to 8,013.30 after the Nasdaq reached a record and U.S. investment bank CSFB said Taiwan Semiconductor Manufacturing Corp., Taiwan's largest chipmaker, will surge 60 percent to NT$250 and United Microelectronics Corp., Taiwan's second-largest chipmaker, will rise 53 percent to NT$150. Today UMC rose 3.7 percent to NT$99. TSMC jumped 2.7 percent to NT$155. Memory chipmakers were also helped by gains in the prices of their main products last Friday. The 64-megabit dynamic random- access memory chips were sold at $8.78 on Friday, compared with $8.67 the day before, according to the American Integrated Circuit Exchange. Adding to the DRAM prices' optimism, foreign institutional investors bought a net 17.5 million shares of Mosel Vitelic Inc., one of Taiwan's largest makers of computer memory chips, yesterday. Mosel rose 1 percent to NT$41.7.

To: Ken Muller who wrote (6667)	12/22/1999 4:15:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

U.S. imposes 10.44 pct duty on Hyundai DRAMs WASHINGTON, Dec 22 (Reuters) - The U.S. Commerce Department said on Wednesday it has begun collecting 10.44 percent duties on imports of certain computer memory chips from South Korea, which it has said are being sold at below fair value. The order affects dynamic random access semiconductors (DRAMs) imported by chip makers Hyundai Electronics Industries Co. <00660.KS>, and LG Semicon, which is now a unit of Hyundai, and reseller G5 Corp., a department official said. The department issued the order to its Customs Service after publishing on Dec. 14 the final results of its review of imports of DRAMs from South Korea between May, 1997, and April 1998. The review was started after a petition by Micron Technology Inc. , complaining that the South Korean DRAMs were being dumped, or sold at below fair value, in the United States.