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

To: Woody_Nickels who wrote (5523)	7/23/1999 5:04:00 PM
From: stock talk	Read Replies (1) \| Respond to of 9582

I just spoke with someone I know who was on the call. FWIW, his "impression" was ALSC was deferring some of their June shipments into the Sept. Thus, higher inventory. His "impression" was they were "loading" the Sept Q to take advantage of increasing pricing. FWIW

To: Woody_Nickels who wrote (5523)	7/23/1999 5:19:00 PM
From: Charles R	Respond to of 9582

Ken, <I don't want ALSC to rely on investments for income. Stocks go up and down, and tend to be down when you need the money! They should concentrate on providing good products at a competitive price.> I don't know if it matters what you or I want. A company with valuation that is 40% of book will be bought out, unless the valuation situation is rectified. Given the strength of the semi cycle, I don't think the management has too much time to fix things. From an investor point-of-view that is a good deal otherwise we can be in this "under-managed" mode for ever. <Can we believe that timing/availability of products was cause of the operations shortfall?> I don't know about the belief part but that is the official line. Their higher speed grade SRAM/DRAM products got delayed and so they couldn't get the sales they thought they would. I have close to doubled my position today. I wish the management well in fixing things but if they can't and they get bough out, I wouldn't mind. If the management is as savvy at investments as Ram thinks they are, there should be a stock buy back or some kind of deal that enhances stockholder value in short order. Thomson's shows the Reddys owning close to 38% of the company. That makes even buyout a viable option from the managment view point. Chuck