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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Peter H. Mack who wrote (7809)	6/26/2000 11:11:00 PM
From: Czechsinthemail	Read Replies (2) of 9582

The pre-announcement gave much stronger support to Alliance as an operating company. It helped clear up some of the uncertainty about future earnings, and hopefully it will encourage revisions of forward earnings estimates. It would be nice to pick up additional analyst coverage, but simply establishing a more substantial and positive growth scenario is a positive. Sequential revenue increases of 53%-60% are much higher than the forecast at the last conference call. It should translate to much higher earnings growth than the two analysts covering the company have forecasted. Generally, I think we should be seeing higher prices for ALSC. With both revenues and earnings growth accelerating, and an improving demand and pricing structure for chips going into the second half of the year, ALSC's fundamentals look great. Though the underlying assets of ALSC's investment portfolio are a wonderful feature, I'm hoping the earnings performance is sufficient to life ALSC beyond "holding company" valuations. The unfolding story keeps getting better.

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