I heard alsc can't sell any of the Internet Routing Processor, they couldn't even give them away. May the shareholder on this board should petition free sample as souvineur for ALSC's internet expansion.
Beino reported om SI, the share value before taxes is $31-32. Even with a 40% hit for taxes ALSC is a $19+ stock. Remember, Windows2000 debuts next month and requires 128MB RAM, as I understand it. Not that ALSC sells alot of 64MB chips, but if the 64MB chips have double demand, then ALSCs 16MB chips may be ganged as a 64MB replacement when 64MBs are in short supply. Stuff rolls downhill, ya know!
(Techy here) At my shop (8th largest bank in the world) we toss 64MB chips out the window. Server systems now come std with 64 meg chips but only have a limited number of memory slots. that means we have to get rid of the 64's to make room for the 128 MB chips. I can't see why someone would buy 64mb chips in the 1st place. 64+64=128 128mb chips sell for twice as much as the 64mb chips. The end result is the same cost with less room used in the system. Also Windows2000 BASE memory need is 128MB. Real world systems are goind to need 512MB to 1Gig of ram. Good time to own memory stocks!
Well, I went to DC last week and dumped all my ALSC at 17 and RMBS at 90 just in case there was a market meltdown while I was on the road. Missed the run to 19, but now it's fallen to 16.25. So now the question is, do I get back in? Seems to be some DRAM supply overhang, and Q1 is historically slow....am thinking of waiting for a few weeks, seeing how the Taiwan presidential election shakes out, maybe hop in at the end of March if the price is not too bad.UMC stock is performing weakly as of late - jitters over the election? Everything else is going great guns.