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

To: Keith Allen who wrote (2308)	1/14/1998 4:58:00 PM
From: MoonBrother	Read Replies (2) \| Respond to of 9582

The loss includes a 6mil inventory reduction. Excluding it ALSC would have made +3c! Also, this is achieved through only $24mil revenue, which means the profit margin of Alliance's products sold have drastically improved in the past qtr. This is definitely a good news. ALSC's price will shot up tomorrow morning!!! Good luck to us all! MB

To: Keith Allen who wrote (2308)	1/14/1998 6:34:00 PM
From: Ken Muller	Read Replies (2) \| Respond to of 9582

Keith: I think they did a pretty good job in holding down losses. I didn't factor in the federal tax rebate they will get back, however. Before everyone mortgages the farm to make instant money, please note 2 things: 1. Cash is now down to $14 million. That's enough for 1 quarter. They will either have to sell fab stock or start borrowing funds this quarter. 2. The cost of manufacturing has risen above sales revenue. What this means to those who don't follow the accounting, is that ALSC is losing money with every device they make, exclusive of the company overhead costs. They need a plan. Ken