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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: patrick tang who wrote (3557)7/1/1998 4:06:00 PM
From: Norrin Radd   of 9582
 
Patrick, you may be right about DRAM, but at these levels, I think there is so much hidden value in ALSC, it will be reflected in time. Stocks always need to test and retest bottoms etc. but I notice the semi sector is starting to get more positive press as a value candidate. This is good.

I put most of my cash to work in the last week or two. So far, I'm very glad I did. ALSC is only one fish in the sea, albeit one that I like at these levels.
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