Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DJBEINO who wrote (8856)	10/30/2000 8:07:17 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

My comments on Taiwan-UMC,SRAM,DRAM: The above is what is effecting alsc stock price. lets take one at a time: SRAM: 1-from an SG cowen on ISSI (oct 3): "SRAM market is essentially "sold out" through the end of C00 at stable or rising ASP" cnetinvestor.com 2- from BOA downgrade of IDTI(October 27, ): "industry sources suggest continued firmness in SRAM and standard logic segments" news.moneycentral.msn.com DRAM: ALSC main products (EDO) 16Mb (4Mx4) & 16Mb (1Mx16) are selling @ 5.2 & 4.3 resp, ABOVE 64m DRAM prices. dramexchange.com alsc edo products: alsc.com TAIWAN: GOD helps us on taiwan politics. I believe, The scraping of the nuke plant in taiwan is allready factored in the stock market. I think every bad news is factored in the taiwan stock market!!!. We might see 2-3 days of deterioration in UMC stock.this should be a short term effect. one thing I follow is Foreign Investors continue to buy in Taiwa market while the locall investor is selling: Taiwan's Foreign Investors Bought Net NT$1.36B Shrs Mon TAIPEI (Dow Jones)--Foreign institutional investors bought a net NT$1.36 billion (US$1=NT$32.317) worth of shares Monday, the Taiwan Stock Exchange said in a statement. Month-to-date, foreign institutional investors have bought a net NT$16.2 billion worth of shares on the main board. Taiwan's Mutual Funds Sold Net NT$144.1M In Shares Mon TAIPEI (Dow Jones)--Taiwan mutual fund managers sold a net NT$144.1 million (US$1=NT$32.317) worth of shares Monday, the Taiwan Stock Exchange said in a statement. Month-to-date, mutual fund managers have sold a net NT$4.46 billion worth of shares on the main board. YOU be the judge as what to do with ALSC. SRAM/DRAM are not seeing any weakness in price or demand, UMC fundemantels are excellent, Taiwan politics is the "SHITIEST" you can ever get Lets not forget alsc conference on Nov 1