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

To: DJBEINO who wrote (2154)12/16/1997 4:01:00 PM
From: Ken Muller  Respond to of 9582
 
DJBEINO:

You wrote<<WHAT DOES DRAM PLUNGE MEAN TO ALSC? NOT MUCH>>

Considering ALSC had over $30 million in inventory at the end of last quarter, I suspect there is a potential for a significant inventory writedown. The analyst who wrote that article is ignoring reality.

Happy Holidays,
Ken



To: DJBEINO who wrote (2154)12/16/1997 4:37:00 PM
From: Norrin Radd  Respond to of 9582
 
My God, that's nice to read, isn't it? Especially since I bought today before I read it. Just confirms my thoughts.



To: DJBEINO who wrote (2154)12/17/1997 1:35:00 AM
From: patrick tang  Read Replies (1) | Respond to of 9582
 
Great to hear this from Mr. Gumport - I trust his opinion a lot. No hype, calls a spade a spade.

He is dead on regarding the fast 256x16 graphic DRAM - most 4M guys have ramped down their fabs and so there is almost a shortage out there, especially in light that people are demanding at least 2MB DRAM for their graphic cards.

patrick tang


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