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

To: DJBEINO who wrote (7365)	4/27/2000 5:26:00 PM
From: Ram Seetharaman	Read Replies (3) \| Respond to of 9582

From the CC, I heard the following! ALSC is expecting to invest 20 to 25 million on Venture Capital by the next quarter, by June! Wireless market - ALSC is going to ramp up 4Meg and 8Meg in the flash memory area! They see 20+ % growth sequentially from Quarter to Quarter for the next few quarters! 22 million back log for June quarter, 25 million back log for Sept. quarter. The whole year looks quite good! Bear Stearns guy asked a question - now a woman from Prudential is asking about backlog. Reddy answered that ALSC has a good bcaklog all the way to the Dec. quarter of 2000! Reddy says he has enough capacity to manufacture for the next few quarters. No customer has more than 10 % of the revenues. Emerson of Emerson Inv. asks about rev. per wafer - Reddy says it is a moving target. At UMC ALSC is using less than 50% of allocation, at Charter ALSC is using more than 80 % of the capacity. Reddy says, they have enough to become a $ 600-800 million company! UMC has increased prices on leading edge wafers. They are ready to move to 0.18 micron. CC just got over!