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

To: Bill Hermesmann who wrote (3772)	8/10/1998 3:24:00 PM
From: sellonrumor	Read Replies (1) \| Respond to of 9582

Thanks for your ideas. I did some dd and bought some issi. However, I also bought some more ALSC at 2 3/4 late today. I figure at 10% off its opening and close to its recent low, there is very little downside risk and I might even make a few bucks if Lehman upgrades to a Flaming Buy which would might be good for a one day spike. I can't believe how quickly it tanked after last week rating hike.

To: Bill Hermesmann who wrote (3772)	8/11/1998 8:04:00 PM
From: Taro	Read Replies (1) \| Respond to of 9582

Hi Bill, I absolutely agree with you here. ISSI is a serious player with some great people (Jimmy and Gary) executing their plan which includes some leading edge product. Their sole problem being, that they are still in the tough memory market. Some day the current market condition will turn around and I see ISSI being one well positioned survivor in benefit from those days soon (?) to come. As for ALSC, however, I am not that convinced. Maybe IWF will help them out the Korean way???? (My joke of the day, actually it is not funny at all). ISSI shares as for a good commodity speculation yes, but ALSC I would personally not touch with a pole. A matter of personal taste maybe... Taro