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

To: Paul Lee who wrote (9035)	12/18/2000 7:56:49 AM
From: DJBEINO	Respond to of 9582

CSMF.SI closed @5.750 +0.250 +4.55% 4,666,000 +++++++++++= The shares that alsc own are taiwanese (2303)and singapore (csmf) shares. They could be sold in the us (adr). I think the adr carry more premium.

To: Paul Lee who wrote (9035)	12/18/2000 11:16:31 AM
From: DJBEINO	Respond to of 9582

Merrill on Semis : Firm says the collapse in DRAM pricing since the end of August has investors assuming the worst with concerns that the DRAM business may be on the verge of a multi-year slowdown similar to the 1996-1998 meltdown; however firm sees a more upbeat scenario based on their assessment of capital spending and available supply and purchasing patterns in 2001; reiterates intermediate-term buy recommendations on Micron, Samsung Electronics and Infineon.

To: Paul Lee who wrote (9035)	12/18/2000 11:16:45 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

Merrill on Semis : Firm says the collapse in DRAM pricing since the end of August has investors assuming the worst with concerns that the DRAM business may be on the verge of a multi-year slowdown similar to the 1996-1998 meltdown; however firm sees a more upbeat scenario based on their assessment of capital spending and available supply and purchasing patterns in 2001; reiterates intermediate-term buy recommendations on Micron, Samsung Electronics and Infineon.