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To: patrick tang who wrote (2216)12/31/1997 1:29:00 AM
From: Ken Muller  Read Replies (2) | Respond to of 9582
 
Patrick:

It was my purpose to raise some discussion on the future product focus for ALSC. Other memory companies are deparate for any product that will cover overhead never mind make money. If ALSC is doing OK with some graphic drams thats fine. Assume competition will bludgen the price on that within a quarter.

The real key is that ALSC is using capital at the rate of $11 million/ quarter. Unless memory pricing turns around, they wil need to start borrowing capital to continue operations. I think its reasonable to assume their sales revenue is shrinking. They need a game plan for long term survival.

Ken