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

To: MoonBrother who wrote (1889)	10/30/1997 10:50:00 AM
From: MoonBrother	Read Replies (1) \| Respond to of 9582

Just to support our believe of a good Dec qtr, here is some highlights of the recent analysts' comment: 12:44pm EDT 7-Oct-97 Hambrecht & Quist (Robert C. Chaplinsky, (415) 439-34) Shift in product mix provides an opportunity for margin expansion... Bookings for SRAM product have been solid during the September quarter from the networking segment. Alliance continues to build a backlog position for its relatively higher margin graphics memory (SGRAM) product. We believe that SGRAM will comprise perhaps as high as 10% of revenue in the December quarter. The profitability of the USC joint venture fab could potentially increase as DRAM production is reduced in favor of higher margin logic wafer business re-allocated from the damaged UICC fab. 10:02am EDT 15-Oct-97 Needham & Co. (Sandy Harrison 212-371-8300) ALSC While visibility remains limited with turns business in the December quarter expected to be between 60-70% of revenues, the Company's book to bill was above unity for the September quarter, improving backlog and giving the indication visibility could improve during the December quarter. 08:14am EDT 15-Oct-97 Hambrecht & Quist (Robert C. Chaplinsky, (415) 439-34) ...and Alliance will focus on shifting its product mix to higher value-added product. Alliance expects its mix of DRAM sales to reduce dramatically during the December quarter to 40% of total sales, with SRAM and SGRAM ramping to over 50% of overall revenues. If Alliance executes on this strategy, it should provide the company an opportunity for margin expansion