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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: PawPr who wrote (7496)	5/13/2000 1:06:00 PM
From: John Finley	Read Replies (1) of 9582

So ALSC is being valued by the worth of its portfolio as a business investment rather than as a trading tool. Yes, and Chartered and UMC are business investments. And while I agree with you that BRCM and VTSS are overpriced, they are ALSC assets that I assume could be sold for cash at any time. As it stands now ALSC is selling at a 40% discount to their assets (using the Barrons $29 equity asset value). Or another way of putting it is their business is worth -$12/share <gg>. Looking at the latest Q that strikes me as odd. Another company that has the similar good fortune(?) of owning some of a high flier is AFCI. Even they have a PE of 14. Of course they're in a "hotter" field <gg>. JF

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