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Technology Stocks : Alliance Semiconductor
ALSC 0.8100.0%Jul 10 5:00 PM EST
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To: g.w. barnard who wrote (3737)8/4/1998 10:57:00 PM
From: Chris  Read Replies (1) of 9582
 
I just do not see why this thing is not trading at 4-5 based upon book value alone. Yeah the industry is depressed, supply glut etc but how far ahead do you discount these losses to come up high a better value than 2.5? I agree, buying more makes sense. Semi's go in extreme cycles, not there is going to being a sudden surge but I think we have at least bottomed. Seems undervalued on asset valuation alone. Are the equity investments reasonably values?

Chris
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