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

To: Ken Muller who wrote (5568)	7/26/1999 1:32:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

ken I'm starting to like you you start making sense..

To: Ken Muller who wrote (5568)	7/26/1999 2:33:00 PM
From: Woody_Nickels	Read Replies (1) \| Respond to of 9582

Re: <As the hype of the Chartered Semi IPO starts making the rounds, the market will pay less and less attention to ALSC's memory business. The interest payments alone off their liquid assets will guarantee operating profits.> True AND an investment co. needs far less employees. Interest on $800M is about $12M per qtr (6%) before taxes. Why not use the inter- est for R&D and more Maverick-like investments? That's why they need to get the chip business profitable and save the liquid assets for the next down cycle. I don't care if they make mem- ory, router, telecom or potato chips. Just make 'em fast and profitably.