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

To: sun-tzu who wrote (5674)	7/31/1999 10:12:00 PM
From: AJ Berger	Respond to of 9582

Taiwan Blackouts may be seen as Good for ALSC?! I was thinking that the $10mil inventory ALSC squirreled away for the upcoming quarter just became a great deal more valuable! So ALSC's portfolio makes them a great deal less vulnerable to a temporary financial setback that this parts shortage may cause, then other fully leveraged competitors. I'm sure the market will punish all semi's Monday, but we know better and may enjoy a dip trip buying opportunity!

To: sun-tzu who wrote (5674)	7/31/1999 10:52:00 PM
From: Ken Muller	Read Replies (1) \| Respond to of 9582

Sun-tzu: <<I see ALSC continuing the downward trend that was seen before it threw a "yo eleven" on CNBC this past Thursday.>> As it happens, I am in total agreement with you on the base operations of this comapny. Those who have been on this thread know I have been extremely down on ALSC's ability to turn a profit on their Srams or Drams. They didn't do it last year and I do not think they will do it in 99 (or in 2000 for that matter). This company has no right to be selling for $10+/share. Having said all that, I believe they will be at $20/share when they take delivery of $600 million of negotiable securities.