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

To: Madharry who wrote (8391)	9/10/2000 10:26:44 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

Highlights from the annual shareholding meeting : introduction of the board members aprrox 94% of the shares has responded to the proxy election of directors:all nominated won increase by 2M shares to stock option: Approved (over 6m shares voted against) approved the independent public accountant meeting was over in less than ten minutes. A presentation followed: six Q of rev growth ASP very firm and increasing seq and bottom growth * strong backlog last 2 q and even DEC Q 8m flash this quarter full production 4m next q invested in 27-28 com Focus on larg & high performance market new customer base-away from PC to telec sram: 256k to 4m (still in demand), new 8m coming (next 3-4weeks-4q), 16m next year customers: Lucent, cisco, EMC,alcatel dram: alsc not in PC DRAM market 16m & 64m SDRAM in 4Q Not in competition with Micron, customer is broad customers:sony, 3com , seagate, HP, flash: 4m, 8m in production 16m sampling 4Q, ship next year Diversify strategy: embeded memory and logic: speed up internet routing (product next year) right peaple in the company with leading edge tech * products based on .18 micron, coming products based on .15 sram produced in CHRT @ .35 soon @.18 micron DRAM produced in UMC also flash and soon .18 SRAM ROHM(japan)4&8m dram produced, umc owns portion of Rohm gauranteed capacity 19K wafers only using 14k umc 11k aval using 6.5k, chrt aval 3k using 3k, domestic (NSM) 5k aval using 5k India has over 50 engineers Sep Q to beat the Jun Q in a big way (55-57m for sep Q) sep Q better than June Q We are in an UP cycle, REV are increasing No intention to sell UMC/CHRT stock gross margin 37% for FY01, long term 40% R&d 8%, long term 10% 89M invested in startup companies ;2-3 of them should be bought next 3 month Improving in performance, shif from PC *No one company is over 5% of alsc revenue:DIVERSIFIED keep on investing in startup's 42 minutes webcast streetfusion.com

To: Madharry who wrote (8391)	9/10/2000 11:20:57 AM
From: Ken Muller	Read Replies (2) \| Respond to of 9582

Armin: <<No company representative that I have ever spoken has been particularly forthright unless it was a microcap.>> Doesn't apply to individual investors calling up company officials. It's management putting together a plan (new product types, new market segment penetration, cost reduction plans, price goals, staff additions to support the plans, etc.) and giving everyone (not just analysts) the big picture along with frequent company announcements on their accomplishments. The succcessful high P/E ratio semi companies do this as a normal business practice. This doesn't happen with ALSC. Never has. Until that changes, no value will ever be put on the future profits of the memory or the venture fund business divisions. BTW, you mentioned the significant reduction of the Wiscosin fund support (they've been with ALSC for the last 2 years). That should give you a signal about their view of future prospects with ALSC.