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Technology Stocks : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: Peace who wrote (5477)	7/23/1999 10:52:00 AM
From: AJ Berger	Read Replies (1) \| Respond to of 9582

Shareholders should DEMAND a Dividend! I don't trust ALSC's management to use their investment profits wisely with their supposed plans to acquire other semi startup companies. We should be given the chance to vote for a regular Dividend equal to half their investment profits as they liquidate their holdings.

To: Peace who wrote (5477)	7/23/1999 11:00:00 AM
From: Charles R	Respond to of 9582

Sanjeev, <I will probably buy some more at these levels. I don't like the management, however, I keep getting attracted by the valuation. They should strongly consider selling all or part of their BRCM stake and institute a substantial share buyback program. At the current valuation the best investment for the company is to buy back their own shares.> I share identical thoughts on management, valuation, buy backs, and I do not believe there is much of upside left in Broadcomm - at least not in the near term. Retiring some of the stock from BRCM sales here will be a great deal. I wonder if the management has discussed any stock buy-back possibilities in the analyst meeting yesterday. I am amazed that the management is talking about investing in startups when there is so much that can be done closer to home - there is an easy 200-200% that can be made just by cleaning up the internal act in the next few quarters. I increased my holdings significantly at under $8 today. There got to be some smart CEO out there that recognizes the value of ALSC and buys it out. Chuck