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

To: Frank Povoski who wrote (2213)	12/30/1997 5:12:00 AM
From: Ken Muller	Read Replies (2) \| Respond to of 9582

Frank: Just playing the Devil's advocate for a while, I am not really down on ALSC. I think they are a smaller player in the memory market with a lot of fab valuation. I do think however they have to make some decisions quickly on what their product future should be. That's where the 90 days come in. Either they start borrowing some money and continue doing what they're doing hoping for a memory turnaround or they embark on something new. Something new could give the stock a real boost. I see a lot of danger in maintaining the status quo. As some Asian memory makers get close to consolidation, I expect to see inventory being literally given away. Dumping or no dumping, people will do anything to avert a factory closedown. Anyway, should be interesting. Ken