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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Ram Seetharaman who wrote (5462)	7/22/1999 10:00:00 PM
From: Charles R	of 9582

Ram, OK, let's agree that ALSC management made good investment choices. Does that mean one should not care for the operations side? How should that be shored up? Forget the lack of profits for the last Q, I am baffled by the huge inventory position in spite of what came up with the press release. How can a company with $17M revenues this quarter see a $14M+ increase in inventory in just one quarter? Anyone care to explain? Chuck

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