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


To: Ken Muller who wrote (1900)11/1/1997 8:05:00 AM
From: MoonBrother  Read Replies (1) | Respond to of 9582
 
Ken, Ken, Ken, Com'on! Don't behave like a crybaby! I know you like SIII, and it happens to be that its management sucks and SIII will have at least 2 - 3 more bad qtrs down the road. On the other hand, you know that I love ALSC because its management knows how to turn a bad qtr into a good one, and ALSC has shown us that we will have better qtrs ahead! I know you're hurting. I know you're regretting that you should have dumped SIII first time I recommended when SIII was still in $12 range. Since then I have been telling you the truth that S3's management sucks and you should dump it ASAP, and you know I was right. The only problem has been that you don't know how to, or you're not willing to, get out of the sinking boat, 'cuz you've lost so much on it and you're dreaming to get it back someday. Well, let me tell you this, It Is Still Not Too Late To Dump SIII, because SIII will trade back to $8 as I predicted way back, perhaps even down to $7. You still can't see the end of the tunnel yet. That's why you're suffering so much! On the other hand, I see a clear sign that ALSC has bottomed out. $7.5 should be the last support on the down side. We should gradually be going up from now on. Don't agree? Tell me a SINGLE thing that will damage ALSC further! Even DRAM price should have been bottomed out. The reason is simple, at $4 each, nobody is making money, therefore nobody is willing to go lower. That's obvious, right? So I'm predicting that DRAM price will stabilize at low $4 range for the next couple months, then it will start to move up as the demand grows.

BTW, your question about DRAM inventory is as ooooold as some of ALSC's DRAM products. It should be thrown out just like ALSC did with $6mil charge they took last qtr. You know the answer as well as I do, right?

I did forget to ask the following important information. If someone plans to make a phone call, please add them into your question list if you don't mind,

1) What's the current product selling % mix? We all know that Alliance planed to sell 40% DRAM, 40% SRAM and 20% the rest. I would like to know the actual % mix at this point.

2) the profit margin for each product line.

3) LCD development schedule.

With the 1) and 2) answered, we should have a better picture of what the potential earning for Dec qtr will be.

Have a nice weekend (you included, Ken)!

MB