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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: DJBEINO who wrote (7280)4/14/2000 7:47:00 PM
From: Czechsinthemail  Read Replies (1) of 9582
 
I'm hoping ALSC management sold more of the BRCM holdings or at least sold calls on the shares. I'm also hoping they go for a bigtime share buyback.

Though the overall portfolio value is a bit tarnished, ALSC still sells way below its security holdings. I think the market will increasingly focus on value, which will ultimately be good for ALSC shareholders.

Baird
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