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

To: Norrin Radd who wrote (2081)	12/3/1997 2:08:00 PM
From: Woody_Nickels	Read Replies (1) \| Respond to of 9582

The asian monetary crisis will keep semi fab expansion/construction on hold. This benefits EXISTING fabs. If ALSC can break even until the next cycle begins all will be well. They made it thru the 90-91 recession. Mgmt should become more defensive, conserve assets and get ready for a new cycle with SOTA products. How about some GaAs for higher speed applications? I'm sure the Reddy's have a better outlook on where the industry is going than me! Hang in there and if you're employed BUY MORE, 'cause it's cheap right now. Just MHO. Ken

To: Norrin Radd who wrote (2081)	12/3/1997 2:33:00 PM
From: slob	Read Replies (2) \| Respond to of 9582

Tom: It looks like ALSC is getting near buy range. Has anyone done an analysis on the worst-case downside for ALSC. It seems to me that all the Joint-Ventrue fab deals need to be looked at very closely. I remember when CRUS's margins got hit hard because they were not fully utilizing the reserved fab capacity. Apart from that I cant see any reason why ALSC will continue to fall. I'd expect a pull-back on revenue for the next couple of Q's especially if Samsung starts dumping. Anyway I'm starting to do some T/A and looking for an entry point. Slob