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To: The Ox who wrote (13922)	9/22/2000 3:26:55 PM
From: SJS	Read Replies (1) \| Respond to of 14427

I just mentioned to LIAM that KOPN has now filled all the gaps with this current downleg. It's recharged to probably move up. It's tremendously oversold. Steve

To: The Ox who wrote (13922)	9/22/2000 4:37:40 PM
From: drsvelte	Respond to of 14427

Wow, what an amazing day. From doom & gloom last night to a near positive close on the NAZ! Bought some CNXT, DIGL, and PWER. Here's a screen of semi revenue growth picked up from IBD Screen Of The Day Chip Industry Sales Growth Intel's sales warning late Thursday rattled the markets and cast a shadow on the tech sector in general. This screen looks inside the semiconductor industry, specifically the manufacturers and equipment makers, showing the highest percentage increases in revenues as of the latest quarter. Also shown are the previous two quarters' revenue growth. Stocks priced over $15 with an average daily volume of at least 200,000 shares are listed below. For a proper evaluation, check the IBD Learning Center. Canadian stocks are excluded from this screen. Data as of Thursday's trading Sales % Chg Sales % Chg Sales % Chg Vs Year Ago Vs Year Ago Vs Year Ago SYMB COMPANY NAME 2 Quarters Ago 1 Quarter Ago Latest Qtr ----- ------------------------ ------- --------- --------- TRPH Tripath Technology Inc 800 2367 2729 TVIA T V I A Inc Cl A 142 804 1035 GSPN Globespan Inc 150 259 705 PXLW Pixelworks Inc 2324 1039 555 ASYT Asyst Technologies Inc 256 403 357 CMOS Credence Systems Corp 284 304 289 OVTI Omnivision Technologies 1034 388 271 BRKS Brooks Automation Inc 180 180 202 VSEA Varian Semi Eqpmnt Assoc 132 194 202 SIMG Silicon Image Inc 147 149 194 OAKT Oak Technology Inc -50 78 177 ALSC Alliance Semiconductor 77 108 168 PRIA P R I Automation Inc 98 153 158 BHE Benchmark Electronics 136 138 150 NVLS Novellus Systems Inc 81 138 149 ASMI A S M International Adr 72 181 145 GSNX Gasonics Intl Corp 155 155 145 AMCC Applied Micro Circuits 70 99 134 LSCC Lattice Semiconductor 129 134 134 CCMP Cabot Microelectronics 68 80 121 ELNT Elantec Semiconductor 48 57 120 ASML A S M Lithography Hldg 86 120 120 VIRL Virage Logic Corp 181 133 109 MTSN Mattson Technology Inc 158 197 108 MU Micron Technology Inc 100 36 107 TXCC Transwitch Corp 63 83 107 KLAC K L A Tencor Corp 71 96 106 BRCM Broadcom Corp Cl A 116 91 105 ISSI Integrated Silicon Solut -13 73 102 TRKN Trikon Technologies Inc 92 114 101 COHU Cohu Inc 192 145 99 EGLS Electroglas Inc 205 208 99 AMD Advanced Micro Devices 23 73 97 TSM Taiwan Semiconductor Adr 110 143 94 PSEM Pericom Semiconductor 38 56 90 TER Teradyne Inc 74 88 89 AEIS Advanced Energy Inds 160 107 86 TQNT Triquint Semiconductor 60 76 85 ADI Analog Devices 63 71 85 AMAT Applied Materials Inc 110 87 83 CREE Cree Inc 69 101 82 HELX Helix Technology Corp 114 93 80 LRCX Lam Research Corp 103 113 77 CY Cypress Semiconductor 43 66 76 MKSI M K S Instruments Inc 77 73 76 LTXX L T X Corp 108 90 74 XLNX Xilinx Inc 54 66 73 ALTR Altera Corp 38 46 72 MCRL Micrel Inc 59 66 72 PLXT P L X Technology Inc 50 63 71

To: The Ox who wrote (13922)	9/26/2000 8:57:03 AM
From: The Ox	Read Replies (2) \| Respond to of 14427

A dog decides to start barking: Alliance Semiconductor Estimates Higher Than Expected Sales and Operating Results For Q2 Fiscal Quarter TUESDAY, SEPTEMBER 26, 2000 6:13:00 AM EST SANTA CLARA, Calif., Sep 26, 2000 (BUSINESS WIRE) -- Alliance Semiconductor Corporation ALSC today announced that net sales and earnings for the second fiscal quarter, ending September 30, 2000 are currently expected to be higher than prior expectations. Alliance currently expects to report record second quarter sales of $60 million to $62 million. This would represent a sequential increase of approximately 26% - 31% from the fiscal first quarter sales of $47.4 million, and a 214% - 225% increase from the year-ago fiscal second quarter sales of $19.1 million. Revenues for the first half of fiscal year 2001 are now expected to be approximately $107 million to $109 million, an increase of 191-196%. Alliance also currently expects to report fully-diluted earnings per share of $0.19 to $0.21 for the fiscal second quarter based on the results of operations, and excluding gains from sales of marketable securities and other non-operating items. According to N.D. Reddy, President and CEO, "Bookings remain strong, with total backlog continuing to exceed $100 million. The average selling prices for SRAMs and DRAMs are higher than in the prior quarter." Mr. Reddy continued, "Our major sales focus over the past year has been in the non-PC market segments, including networking, communications, wireless and consumer which now exceed 80% of our revenue base. These markets remain strong. Sales for the year may now be expected to exceed $200 million, which would be more than double our sales in fiscal 2000." Alliance expects to report its fiscal second quarter earnings on October 17, 2000 at the close of market. Company Information Alliance Semiconductor Corporation is a leading worldwide supplier of high performance memory and memory intensive logic products. Alliance's product lines include Static Random Access Memory (SRAM), Dynamic Random Access Memory (DRAM), Flash memory and embedded memory and logic products. Alliance designs, develops and markets its products to the networking, telecommunication, instrumentation, computing and consumer markets. Alliance manufactures its products through independent and joint venture manufacturing facilities, using advanced CMOS process technologies with line widths as narrow as 0.21 microns. The Company, through its venture arm Alliance Venture Management, LLC, invests in three venture funds. Alliance Ventures I, LP focuses on investing in networking and communication start-up companies, Alliance Ventures II, LP focuses on investing in internet start-up ventures, and Alliance Ventures III, LP, focuses on emerging companies in the networking and communication market areas. Alliiance was founded in 1985. Additional Company information can be found on our home page: alsc.com.