SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John McDonald who wrote (5741)8/4/1999 5:59:00 PM
From: Charles R  Read Replies (2) of 9582
 
John,

<What is your opinion as to the effect to the regular stockholder under the scenario you suggested to take the co private, strip assetts etc? >

If such a thing occurs, I expect the stock price to go into teens, at the minimum, so anyone who bought the stock in the last year or so should reap good benefits.

However, this company is worth significantly more if the management focusses on execution instead of trying to become a venture capital fund. This industry is hot now and if the management doesn't exploit the current industry capacity problems then they probably would probably have to wait another 3 years before we get to the upleg of the next cycle.

Chuck

P. S.: I am completely baffled by the inaction of the management on announcing a stock buy-back. I wonder if they are trying to pick up the company on the cheap by doing a management buy-out.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News