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

To: Czechsinthemail who wrote (8550)	9/24/2000 11:33:43 PM
From: Ken Muller	Read Replies (4) \| Respond to of 9582

Baird: <<As I recall, awhile back you suggested ABS as a better alternative. >> You better check the posts again, Baird. I don't make stock recommendations. Anytime you would like to post something positive about ALSC's management, please do so. The stock is sitting at 19 1/2 for a reason.

To: Czechsinthemail who wrote (8550)	9/25/2000 8:05:55 AM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 9582

"As I've suggested before, I think there are many legitimate criticisms that can be leveled against the Reddy's. However, I think you tend to become obsessed with them and lose sight of a larger context. The bigger picture is a growing value for ALSC shares as revenues, earnings and investment value increase" - well balanced statement Baird! - the only thing left is - for ALSC to consistently keep delivering profits and increased revenues - then they will go to $ 40+ easily on their own!

To: Czechsinthemail who wrote (8550)	9/25/2000 8:42:46 AM
From: DJBEINO	Respond to of 9582

`DRAM Prices Not Expected to Continue Falling Further' Amid concerns about the spiraling prices of the 64 megabit DRAM (dynamic random access memory) chips in the international spot market, U.S. analysts have said that the fall will stop soon. Traditionally, one analyst said, the end of a quarter is a time when chipmakers cut prices to cut down on their inventory and this has also been the case in the third quarter. ``The downward adjustment of prices during this time of the quarter is usual and by no means indicates a long-term trend of continued fall in DRAM prices,'' he said. The analyst said contacts with makers of products like personal computers have shown that their purchase of DRAM chips will increase drastically within the next few weeks. He went on to say that while the introduction of Windows 2000 did not generate the kind of demand in personal computers as had been expected but the market potential is still very strong. In addition, the analyst said, there has been increasing demand in terms of system upgrading and those in information and communications with the popularity of portable electronic devices. The prices of 64M DRAMs, which are still the current market standard, has been falling sharply over the past couple of weeks, raising concerns that they may reach new lows as chipmakers hike production. However, said one official of Samsung Electronics, the market situation for DRAMs and other memory devices remains very stable and profitable. ``Because of our ability to cut production costs by adopting more advanced design rules, we are able to cope with falling prices. A price of $7 is certainly not something that we cannot handle,'' he said. 2000/09/25 17:46 ++++++++++++ DRAM prices are actually UP: dramexchange.com