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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Norrin Radd who wrote (5044)	6/17/1999 7:50:00 PM
From: Woody_Nickels	Read Replies (1) of 9582

Tom, thanks for the laugh re: Ken M!!! Also thanks for the MATH tip. AFA the UMC deal adding more value to ALSC than S3, it's true. ALSC has 41.5M shares outstanding and S3 has about 50M (if I recall), so S3 will realize only 80%/sh of the value ALSC shares get. If ALSC gets $15/sh on the deal, then S3 gets only $12/sh. I don't know the debt level of S3, off hand, but that also would be a drag on their stock price. ALSC has no long term debt. Why is S3 trading at a premium to ALSC? I often wonder about this. They do serve different markets than ALSC, but I think the markets ALSC has are good! Especially the low power, high speed memory and the comm market + ? It was nice to see the gain this afternoon. Now we wait for earnings! The fall quarters are usually the best for semi's. HOLD YOUR SHARES, the best is yet to come!

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