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To: DJBEINO who wrote (5263)7/6/1999 9:01:00 AM
From: Woody_Nickels  Read Replies (1) | Respond to of 9582
 
Thanks DJ! That's a good summary. Don't forget the P/E multiple on
those earnings. Add $5 this year and $17.75 next year!



To: DJBEINO who wrote (5263)7/6/1999 9:40:00 AM
From: AJ Berger  Read Replies (1) | Respond to of 9582
 
Thanks for that Breakdown

I hope it's accurate, since I just plunked down 1,000 shares at $11-3/4. Better Late then Never. My Uncle has a Truckload of shares since $7, so thankfully I have good reason to urge him to hold besides a simple blip in SRAM supply/demand curve.



To: DJBEINO who wrote (5263)7/6/1999 4:48:00 PM
From: Ram Seetharaman  Read Replies (1) | Respond to of 9582
 
Today's Barrons (7-5-99), Page 23, under highest percentage gainers for Nasdaq lists ALSC gaining 7 7/16 to yield a whopping 297.5 % from its lows at the year beginning! ALSC is no.4 - Top three were ABR info sciences, Bradlees and Meridian Data. ALSC is in good books!

Also Valueline Expanded Edition dated 7-2-99 under best performing stocks for the last 13 weeks, lists ALSC as no. 4 yielding 217%! (it moved to no. 4 from no. 11 last week!) Top three are SKYC, CAMP, and EMLX.

Come on ALSC, keep the momentum going and head to $ 20 babe!



To: DJBEINO who wrote (5263)7/23/1999 11:35:00 AM
From: AJ Berger  Read Replies (2) | Respond to of 9582
 
Can you please update your Portfolio Breakdown?

make sure to deduct shares sold this quarter.

ALSC-Investments (7/6/99)
Company # of shares stock price Value

BRCM 538,961 $137.00 $73,854,499.53
USC 247,700,000 $67.50 $517,575,222.88
USI 35,600,000 $67.50 $74,387,072.81

add money from umc $20,585,685.98 (from previous sale-35m shares)
total $686,402,481.21
# of shares 41,608,582.00 (per latest 10-q)
alsc is worth $16.50 (BRCM+USC+USI only)

ALSC invested in Chartered = $51,596,000 (add 1 3/4 to ALSC),
They are talking about an IPO later this year. This investment
could triple.