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

To: Taro who wrote (3779)	8/11/1998 11:03:00 PM
From: Bill Hermesmann	Read Replies (2) \| Respond to of 9582

Thanks for your post Taro, but I want to apologize to the members of the ALSC thread for cluttering up their site with my ISSI talk. I have nothing against AlSC and I hope they recover as well, I just consider ISSI a more promising play. It got so lonely over at the ISSI thread that I usually look in at ALSC, IDTI, and CY as the closest approximations in the SRAM department. The other member of the SRAM group from the salad days was the smaller PRDM which has disappeared completely. You might make future posts to the ISSI thread or the equally dead Memory stocks thread and possibly awaken someone. I post in both infrequently now but you'll probably see me there. One thing for certain, ISSI is the least followed stock (by Wall Street) of the group. DLJ is the only firm that follows them now as far as I know although others have sniffed around and evidently didn't like what they saw or couldn't be bothered with such a small capitalized outfit and dropping prices. Since DLJ was the lead underwriter for the IPO and secondary(over $30) its not something they just discovered and they are basically going through the obligatory motions. I've been out of touch but I think they canned their semiconductor analyst(Shankar) this year.(if so, with good reason and not just for ISSI) Good luck to all.