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

To: Woody_Nickels who wrote (5512)	7/23/1999 2:48:00 PM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 9582

ALSC goofed by poor management of this issue. If they recover, I am willing to forget it and move on. Today is a bad day for lot of tech. stocks and ALSC is getting hit doubly for this earnings faux pas!

To: Woody_Nickels who wrote (5512)	7/23/1999 3:09:00 PM
From: Charles R	Read Replies (2) \| Respond to of 9582

Ken, I am holding too and actually added a decent amount to my holdings. So, I don't think ALSCis dead - not by long shot. Even the items on the operations side can be explained away but some one gotto be doing it. Since this stock is trading at at least 60% discount to book value, people will have to assume either: a) the management is incapable of running the business and has a lot of bad news ahead of it or b) the management doesn't know how to tell their story to ensure that their stock is reasonably valued So, which one of these scenarios should people pick? Without good communications, the odds are that more people will pick "a" over "b". Chuck