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

To: Madharry who wrote (8332)	9/3/2000 4:12:19 PM
From: DJBEINO	Respond to of 9582

<,ISn't it strange alsc has a market cap of over $1B but is only covered by two brokers. Needham is one who is the other? >> PRUDENTIAL

To: Madharry who wrote (8332)	9/3/2000 4:22:36 PM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

Barron's Likes ALSC Off and on for several weeks various mentions in Barron's have been favorable for ALSC. The most recent, (today's issue) is a buy rec from some firm, with a price target of $37. Sounds pretty good to me. At that price, we could be looking at a split IMHO. This little gem is making money like crazy too. Cordially, DMc ragingbull.altavista.com

To: Madharry who wrote (8332)	9/5/2000 9:05:41 AM
From: DJBEINO	Respond to of 9582

ALSC should get some money back bacuase the antidumping duties were scraped: From 10Q: If the DOC found, based upon analysis of the Company's sales during the Review Period, that antidumping duties either should not be imposed or should be imposed at a lower rate than the Antidumping Margin, the difference between the cash deposits made by the Company, and the deposits that would have been made had the lower rate (or no rate, as the case may be) been in effect, would be returned to the Company, plus interest At July 1, 2000, the Company had posted a bond secured by a letter of credit in the amount of approximately $1.7 million and made cash deposits in the amount of $1.7 million relating to the Company's importation of Taiwan-manufactured SRAMs.

To: Madharry who wrote (8332)	9/6/2000 7:16:07 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

Taiwan's TSMC, UMC say clients not pulling orders TAIPEI, Sept 6 (Reuters) - The world's two top microchip foundries denied a local newspaper report on Wednesday which said the Taiwan-based duo were losing orders because of slower than expected mobile phone sales. The Economic Daily News reported that mobile phone sales were not as good as expected, forcing international telecom giants like Motorola (NYSE:MOT - news) and Alcatel to withdraw orders from Taiwan's foundries, or made-to-order chip manufacturers. Both Taiwan Semiconductor Manufacturing Co (TSMC) , the world's largest foundry, and second-ranked United Microelectronics Corp (UMC) , said demand for their products far exceeded their supply. ``This is impossible,'' a TSMC spokesman told Reuters. ``We don't worry at all over losing orders. Our capacity utilisation rate still far exceeds 100 percent.'' TSMC's total sales for the first seven months of 2000 rose a year-on-year 120.1 percent to T$79.934 billion, the firm said. A UMC spokesman called the report ``a rumour.'' ``We did not lose any orders from our buyers. Demand for our products still far exceeds our capacity,'' he said by telephone. UMC's cumulative sales for the first seven months jumped 232.57 percent year-on-year to T$53.08 billion, the company said. On Wednesday, TSMC shares fell T$3.00 to T$131.00 and UMC shares lost T$2.50 to T$80.00 in line with a 2.25 percent fall in the TAIEX (^TWII - news) share index. biz.yahoo.com