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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: Peter H. Mack who wrote (8579)9/26/2000 2:00:50 PM
From: Ken Muller  Read Replies (1) of 9582
 
Mack:

<<New leading edge products take time as this implies new market segments etc.>>

With regard to memory, the markets are already there. Where's ALSC?

They could go out and buy the designs in Taiwan. They're available. They have the manufacturing capacity. They have the financial resources. They lack the desire.

I suspect the Reddys are content to switch to the investment portion of the company and milk the base memory business for whatever they can get. The way the investments are set up, they will make more money than anything they can do with the memory division.

Is that the best policy for the Reddys? Probably. Will the shareholders ever get a piece of the investment part of the company? Probably not. I do not think they will sell the company nor will they issue any kind of a dividend.

So how does the normal shareholder ever make any money?
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