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

To: DJBEINO who wrote (7003)	2/29/2000 10:37:00 AM
From: Jibacoa	Read Replies (3) \| Respond to of 9582

ALSC doing well today. It went over the Feb,24 H (23.875)to a new 54 wks. H (Actually a 5 yr. H so far, since it had not been at present levels since Nov.1995 ) The H in Nov.1995 was 33 and I have set that as my new target for ALSC. (The H in Oct.1995 was 39)It seems history many times has a tendency to repeat <g> Good luck to all. Bernard

To: DJBEINO who wrote (7003)	2/29/2000 10:51:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

Deutsche Banc Alex. Brown Resumes Research Coverage of Several Semiconductor Stocks Tuesday, February 29, 2000 09:34 AM Mail this article to a friend NEW YORK, Feb. 29 /PRNewswire/ -- The following was issued today by Deutsche Banc Alex. Brown: Deutsche Banc Alex. Brown's Erika Klauer yesterday expanded her research coverage of the semiconductor device stocks by resuming coverage of the shares of Altera Corp. (ALTR -- 72 5/16), Atmel Corporation (ATML -- 43 3/16) and Xilinx Inc. (XLNX -- 69 3/16) with an investment rating of STRONG BUY, while coverage of Micron Technology Inc. (MU -- 73 5/8) was resumed with a BUY investment rating. This action represents a change in analyst coverage on these stocks. "After a disappointing three-year downturn, we are at the beginning of a substantial semiconductor industry up-cycle, in our view," said Klauer. "As the use of semiconductors is shifting from PC-centric products to Internet infrastructure and wireless communications such as cellular phones, the industry is enjoying a communications driven boom." Klauer estimates the semiconductor industry will grow 32% worldwide in FY00 to $196 billion. This follows growth of 19% in 1999 and compares to the consensus forecast of 20% growth for FY00. Klauer's positive investment thesis on the sector stems from the following key trends that she believes are having a favorable impact on the overall semiconductor industry. (1) Demand by application remains strong across the board, in our opinion. (2) We continue to believe that the consumer market should provide a surprisingly strong source of demand for semiconductors. (3) Supply is still limited. (4) Delayed new fab construction should help keep incremental capacity to a minimum. "Looking at the key sources of demand for semiconductors, we believe the market is extremely healthy," said Klauer.