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

To: patrick tang who wrote (2228)	1/7/1998 8:13:00 AM
From: g.w. barnard	Read Replies (1) \| Respond to of 9582

pt, just speculating that the hidden value is more than what we think, as to the numbers at this stage of the game to hard to determine. we will know later this yr. love the higher value, but would like to see some strong accumulation. gw

To: patrick tang who wrote (2228)	1/7/1998 10:53:00 PM
From: Ken Muller	Read Replies (2) \| Respond to of 9582

Patrick: Per your question, whether the fab stock is held by ALSC or S3, the value is the same per share. My concern with ALSC really lies with the memory market in general. I don't feel the market will rebound price-wise anytime soon. Just way too much world-wide capacity. ALSC needs to decide what their future product focus is going to be. Burning cash just to stay in the market doesn't make sense. The big guys can outlast ALSC. What do you think they should do? Ken