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Technology Stocks : Alliance Semiconductor

ALSC 0.810

0.0%

Jul 10 5:00 PM EST

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To: Madharry who wrote (8391)	9/10/2000 11:20:57 AM
From: Ken Muller	Read Replies (2) of 9582

Armin: <<No company representative that I have ever spoken has been particularly forthright unless it was a microcap.>> Doesn't apply to individual investors calling up company officials. It's management putting together a plan (new product types, new market segment penetration, cost reduction plans, price goals, staff additions to support the plans, etc.) and giving everyone (not just analysts) the big picture along with frequent company announcements on their accomplishments. The succcessful high P/E ratio semi companies do this as a normal business practice. This doesn't happen with ALSC. Never has. Until that changes, no value will ever be put on the future profits of the memory or the venture fund business divisions. BTW, you mentioned the significant reduction of the Wiscosin fund support (they've been with ALSC for the last 2 years). That should give you a signal about their view of future prospects with ALSC.

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