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

To: DJBEINO who wrote (4283)	11/25/1998 2:30:00 AM
From: Norrin Radd	Read Replies (1) \| Respond to of 9582

That's good news from Mr. Reddy, thanks much.

To: DJBEINO who wrote (4283)	11/25/1998 10:45:00 AM
From: Woody_Nickels	Read Replies (2) \| Respond to of 9582

DJBEINO-Thanks for reporting your call with Mr. Reddy. Happy Thanks- giving to all! Ken J

To: DJBEINO who wrote (4283)	11/30/1998 9:52:00 PM
From: NBS	Read Replies (3) \| Respond to of 9582

#1 is the most significant of the comments from DReddy. Improving quarters will probably be a very safe comment when the 3rd week of Jan announcement is released. ALSC will sample and go to production with a plethora of new products in Q1CY. The only new product that comes to mind over the past six mths is the Intelliwatt Sram for Cell Phones - Long Design Cycle and Tough market. New products usually represent 30% plus of sales for memory suppliers - a new product is not a die shrink,its considered a new design, in this context. ALSC doesn't even need a mkt turn to break 10 before May. Key Turning Factors: 1. 16M positioning of ALSC with Market Trends in favor(16M spot to 4.50). 2. Marketing emphasis vs. previous sales emphasis. 3. Major Account Focus and Success 4. Competition failures in Sram Arena (Check Sales Channels/Cstmrs for details) 5. New Product Introductions- Stay Tuned or rather Wake up. 6. Inventory Burnoff from poor decisions in Q4/Q1CY97-8, expect a more cautious approach to the Dram Mkt. This is good for investors. Can I be more vague?? ALSC is undervalued due to inventory issues as noted in the quarterlys. The only question is when will the inventory be gone, when will new products kick in, and will ALSC break 40 again in the next 24 mths. If the semi mkt kicks a little that is just a bonus. Good Luck!