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

To: Ken Muller who wrote (4738)	3/4/1999 2:35:00 PM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 9582

I got you a real time quote. Per 2-2-99 filing State of Wisconsin Retirement board owns 5.6+ million shares of ALSC. They sure are good bottom fishers and are going to be rewarded later this year!

To: Ken Muller who wrote (4738)	3/5/1999 11:54:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

Micron Technology (MU-Strong Buy-$52 5/8) Investor Suitability: Aggressive Growth We are upgrading our recommendation on Micron Technology to Strong Buy from Buy and are also increasing our 12-month price target to $100 from $65. Furthermore, we believe MU's recent price decline is overdone and makes for an excellent buying opportunity. We are convinced that the DRAM market is in the early phase of a long term cyclical recovery that could last between two and three years. This, of course, bodes extremely well for MU. Micron's production costs are dropping rapidly, the conversion of Texas Instruments (TXN-NYSE-$91.88-Strong Buy) capacity is moving smoothly; MU is rapidly expanding its output and capitalizing on the current market opportunity. Additionally, MU's major Asian competitors are still suffering from the Asian crisis and their access to massive capital does not appear likely in the foreseeable future. Micron is rapidly moving toward becoming the number-one DRAM supplier in the world with the lowest cost structure coupled with a formula for dramatic earnings leverage. Based on the above reasoning and the recent MU decline in valuation, we believe MU stock represents remarkable value. ( Mona Eraiba )