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


To: Sparky65 who wrote (4232)11/10/1998 3:04:00 AM
From: NBS  Read Replies (3) | Respond to of 9582
 
Stock is on the rise, but still undervalued in my opinion. New products, rising Dram spot mkt trend, and new Mktg team will bring this stock to over $10 sometime in Q1. Breakup value is still over $6.

Alsc prides itself on the smallest die/lowest man. cost for Drams. This will make profitability execution by Q1 a big change from analyst expectations. Strong equity position with fabs/Real Estate ensure staying power and cont. R&D investment.

4M Asynch Dram, S8M Sram, 16M Sgram, and new prop. products will catapult stock over the next 3 mths.



To: Sparky65 who wrote (4232)11/10/1998 2:07:00 PM
From: DJBEINO  Respond to of 9582
 
"Increased activity on select 64 MEG DRAM drives pricing higher on the
following configurations: 4MX16 EDO and 16MX4 SYNCH in both PC-66 and
PC-100. " according to AICE