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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Allen Furlan who wrote (7781)	7/17/1999 5:15:00 AM
From: Madharry	Respond to of 78519

I am not really familiar with the products of either company. I have owned ALSC for awhile now and I like the fact that I now know that at least two of the company's investments have done extremely well. Even if ALSC's products turn out to be complete failures, the company is undervalued based upon its investments. Alsc currently owns 500,00 share of Broadcom, which it received when another company they made a small investment in was purchased by Broadcom. My understanding is that the company is moving away from commodity type chips towards proprietary communication type chips, which those technologically less challenged than I feel have merit. The last time I ran the numbers I came up with $18-$20 of book before taking into account taxes to be paid on the gains, but this was before the price of UMC dropped about 14%. The only thing I really know about SIII is that there new CEO came from Maxwell where he did an excellent job at boosting the share price. I am unfamiliar with the company and its competitors so I am sticking with ALSC which I know better, as I would not own both anyway. I am not suggesting that ALSC IS a better investment than DIMD and I wish you much success with your purchase.