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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: Charles R who wrote (5511)7/23/1999 2:23:00 PM
From: Woody_Nickels  Read Replies (2) of 9582
 
The operations shortfall was small, less than $.02/sh. I don't think
all the assets from the past investments are best used to buy ALSC
shares. There are other, more promising, companies to reinvest in, but
ALSC is not dead either.
Personally I would liquidate about 50% of the BRCM and UMC shares
when they become available and let the remainder continue to grow in
value as investments.
But what do I know, I'm still holding...
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