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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: DJBEINO who wrote (6711)	12/28/1999 10:12:00 AM
From: AJ Berger	Read Replies (4) of 9582

Who is Jim Varney? and why should anybody listen to him? that's why ALSC won't be up much today. most of that article was plucked from other investment forum sights like this one, and sadly won't get too much play. The Great news is the ADR was bumped up from June to April. I just wonder if the Hitachi merger will dilute ALSC's position? will the ADR be a true tracking stock, or some sort of secondary offerring? We should also keep in mind that with the Nasdeq gaining 75% this year, and the Fed poised to raise rates .25-.50 in February, there may be No January effect left anymore! Also, I don't know if anyone here noticed, but memory prices are down a good 25% during the current quarter. As a matter of fact PC133 Memory is now much cheaper than older PC100 Chips even at higher density's. This does not bode well for the Inventory ALSC was sitting on hoping for good operations. (yeah, I know, ALSC is now a mutual fund.) Disclosure: Long, but hoping to get more stock cheaper in January.

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