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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: Woody_Nickels who wrote (5512)7/23/1999 3:09:00 PM
From: Charles R  Read Replies (2) of 9582
 
Ken,

I am holding too and actually added a decent amount to my holdings. So, I don't think ALSCis dead - not by long shot. Even the items on the operations side can be explained away but some one gotto be doing it. Since this stock is trading at at least 60% discount to book value, people will have to assume either:
a) the management is incapable of running the business and has a lot of bad news ahead of it
or
b) the management doesn't know how to tell their story to ensure that their stock is reasonably valued

So, which one of these scenarios should people pick?
Without good communications, the odds are that more people will pick "a" over "b".

Chuck
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