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

To: Doug Simpson who wrote (4827)	4/21/1999 12:25:00 PM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 9582

ALSC is a joke at $ 3! It is going to triple in a few months as semis/chips pick up! They need to show sales and profit growth! Stock is way below book value of $ 5.

To: Doug Simpson who wrote (4827)	4/21/1999 1:44:00 PM
From: DJBEINO	Respond to of 9582

Semiconductor Executives Expect Industry Rebound (Update1) San Jose, California, April 20 (Bloomberg) -- Most semiconductor industry executives are optimistic about industry growth over the next two years, according to a survey by Ernst & Young LLP. Ernst & Young said 84 percent of 312 senior executives surveyed expect the industry to return to its historical growth rates within two years. Forty-five percent expect a compound annual growth rate of 10 percent to 20 percent over the next five years, while 10 percent expect the rate to be more than 20 percent, the study said. Worldwide sales of semiconductors fell 8.4 percent in 1998, the biggest decline since 1985, as computer memory-chip prices tumbled, according to market-research firm Dataquest. Chip sales totaled $134.8 billion in 1998, down from $147.2 billion in 1997, Dataquest said in a report to clients last month. Forty-two percent of the executives said technological innovation will provide the most important competitive advantage for semiconductor makers. Twenty-two percent said partnerships will be the most important, while 19 percent cited being first to market. The industry will be driven by telecommunications infrastructure over the next five years, according to 38 percent of the respondents. The Internet and personal computers were each named by 22 percent as driving the market. Almost all of the respondents said there will be at least moderate demand for faster processing, with 56 percent predicting there will be a great demand for increased speed.