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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: Ram Seetharaman who wrote (5453)7/22/1999 6:17:00 PM
From: Charles R  Read Replies (1) of 9582
 
Ram,

<I can't believe the Street will trash ALSC at this juncture, when ALSC is "literally rolling in dough! ". I would bet my dollar on ALSC as a winner into the 2000s.>

I am not saying the street will bash them - especially given the book value.

During the semi ramp almost everyone will make money but the operational performance in the current quarter (failure to introduce products on time, dramatic increase in inventories, operational losses) do not inspire confidence in ALSC's performance.

Chuck
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