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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (10729)	6/16/2000 3:17:00 PM
From: Madharry	Read Replies (2) of 78751

ALSC announced another sell of one of its venture capital investments- it will make a profit of around $11MM. price of ALSC reflects neither its venture capital portfolio nor the success of it being able to monetize that portfolio. this makes three companies sold in 2 years inexchange for shares in BRCM, and now PMC SIerra.I am mystified by the weakness in the stock today. BWDIK

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