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

To: Woody_Nickels who wrote (4281)	11/24/1998 4:44:00 PM
From: DJBEINO	Respond to of 9582

"DRAM trading is bolstering 64 MEG and module price levels. 8MX8 in all modes goes higher in the 64 MEG category. 4MX32 EDO, 4MX64 SYNCH, and 8MX64 SYNCH in both PC-66 and PC-100 trades higher in the module market" According to AICE

To: Woody_Nickels who wrote (4281)	11/24/1998 11:30:00 PM
From: DJBEINO	Read Replies (3) \| Respond to of 9582

To all: My conversation with the CEO of ALSC: for about 20 minutes we talked on the phone about ALSC, DRAM, USC... 1-this quarter & next will be better than the Sep Quarter 2- Things are improving in the semi area. An UP cycle should start next year 3-ALSC is moving away from the PC biz and into Telecom & Networking where pricing is more stable 4-The canadian lawsuit is not an issue 5- Any DRAM dumping case will be handeled in the same way they handeled the SRAM case. Not a big factor. 6- ALSC has not started the stock buyback. 7- He would buy his own stock if he has the money.He and his brother control about half of ALSC shares. 8-USC IPO has been filed in Taiwan. Expected second half of 1999. 9- No merger talks with any company....yet In general he was optimistic and said you will see the good result in the coming quarters.