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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Peter H. Mack who wrote (7740)	6/15/2000 3:21:00 PM
From: Czechsinthemail	Read Replies (2) of 9582

Pete, If you have questions about ALSC's products, I suggest you give the company a call and talk to them. The indications I've had are that ALSC is generally ahead of schedule in bringing new chips to market. Also, when last I checked, ALSC was not at production capacity. If we have clear indications of strengthening prices, ALSC will be able to increase production to take advantage of it. It should dramatically boost revenues and earnings going forward. This availability of additional production capacity is one of the most attractive elements in the ALSC story. As for the 1-2X PE, that is primarily a reflection of investment gains. It is not irrelevant, because ALSC has a sizeable investment portfolio and can translate those investments into cash and/or alternative investments. But a more relevant PE would be on operating earnings. As these earnings grow, ALSC should show dramatic increases in its share price. During the last quarter, management gave guidance of 20%+ Q/Q gains. My sense is that the current analyst estimates are very conservative. The company should beat them, and then we'll see higher estimates going forward.

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