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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST

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To: Paul Lee who wrote (8818)10/23/2000 11:19:04 PM
From: Peter H. Mack  Read Replies (1) of 9582
 
Paul...

We appear to agree pretty much.. The real nut in the assets is UMC which is currently depressed but should change for the better soon. The fact that so much is lumped suggests that in addition to looking at ALSC business, you also have to evaluate UMC and their prospects.
pete
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