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

To: Ram Seetharaman who wrote (8749)	10/17/2000 5:30:12 PM
From: DJBEINO	Read Replies (2) \| Respond to of 9582

conference call highlights: sram rev 26.3m 41% dram rev 37m 59% backlog 100m for end of march profit 22 cents margin: 38% increased from 37% this q, next q 38-40% higher profit of sales 206 full time employee 13.5m gain from 151k shares of BRCM were sold sep 28m cash 505m long term invest (50% of )umc total market value of invest 807m =$19 shares alsc is debt free. 26 comp invested new sram products this q 265k shares purchased this q ,1.3m shares total $300k of flash were sold customers new 8 OEM more .25 micron products in next q asp's increased by 13.4 %, more next q new lic with UMC concerning flash 16m and 64m sdram went into production top and bottom line growth QUESTIONS: hans-prud; congrat, backlock mix, pricing going farward,16m pricing: good pricing in sep q, higher pricing in dec q alsc in legacy dram: NO erosion in 4 & 16 DRAM dan-needham-qood q-tsem ownership 75m in TSEM, access to micro flash, gurantee wafer done deal with Isreali gove..it is a go UMC flash tech lic deal: 4 & 8 flash, new 16m falsh next deal top customers: GI, samsung , pace, PNY elec, alcatel. 337k left of BRCM departure on comm product: (IRP), working, proceed with plan,design is complete, customers like the product. capacity :no problem closing: great Q