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

To: Czechsinthemail who wrote (7673)	6/7/2000 1:34:00 AM
From: DJBEINO	Respond to of 9582

UMC closed @ 94.00 + 2 vol 65,487,423 ++++++++++++++ TAIWAN WEIGHTED closed @9115.47 +157.26 (+1.76%) +++++++++ Taiwan Hot Stock: Macronix +7% On Strong Pft Look TAIPEI (Dow Jones)--Shares of Macronix International Co. (MXICY) are sharply higher Wednesday on expectations of strong earnings. At 0348 GMT (11:36 p.m. EDT Tuesday), the stock was up NT$6.00, or the daily limit of 7%, to NT$99.00 (US$1=NT$30.795) on volume of 115.0 million shares. The big board was up 1.6%. With the current shortage in flash memory chips - a major Macronix product - expected to continue into 2001, the company's product prices and profits are expected to keep growing, said analysts.

To: Czechsinthemail who wrote (7673)	6/7/2000 8:53:00 AM
From: DJBEINO	Respond to of 9582

Vitesse Semi CEO: Business Is As Strong As Ever Vitesse Semi CEO Sees Buys Doubling Mkt Potential By '05

To: Czechsinthemail who wrote (7673)	6/7/2000 9:02:00 AM
From: Ram Seetharaman	Read Replies (2) \| Respond to of 9582

The demand for flash products is excellent, without a doubt. I bought SSTI for $ 3 around the same time I bought a lot of ALSC in the same neighborhood! ALSC went from $ 3 to $ 27, but SSTI went from $ 3 to $ 100 and is still climbing! ALSC can climb higher if an SRAM shortage creeps in. Today ISSI got a banner chart on page A8 of Investor Business Daily, showing a relative strength rating of 99! It looks very strong! ALSC has a "97 rating"! In the same page there is also a curious article titled "Chip shortage slows PC sales growth: International Data Corp.(IDC)" - they talk about Intel pushing back the introduction of low-cost Timna microprocessor! This is due to the delay with a component called Memory Translator Hub (MTH). The MTH will let the Timna designed to work with Rambus memory, also work with standard SRAMs. SRAMs are cheaper than Rambus chips! So there is a window of opportunity for ALSC and ISSI to sell more SRAMs for the next three quarters. All in all, it is an upbeat market for ALSC!