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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (7840)7/27/1999 10:15:00 PM
From: Madharry  Read Replies (1) of 78843
 
It was a good call on GZSP, but if you are quibbling about a temprarily restricted stock, GZSP has no legal standing whatsoever. It's major value might even be something cheap for somone interested in making a bid for Genzyme. At least with ALSC you are getting something that will be marketable at some defined future point in time. Obviously if you have concerns about the foundry business or taiwan this is not the right stock for you, but I like this business for the medium term, and I beleive that the China/Taiwan stuff will go on for the next century, so I like the stock at these prices just as I like Deswell.

There is a ton of information about ALSC On that thread so there is no point for me to regurgitate it. UMC is traded on the Taiwanese exchange and the ALSC thread offers almost daily quotes on it.
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