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

To: Ken Muller who wrote (5678)	8/1/1999 10:34:00 AM
From: AJ Berger	Read Replies (3) \| Respond to of 9582

Ken, stop deluding yourself "If UMC performs as I think they will, a repeat of the stock run in 95 is quite reasonable." ALSC owns 15% of UMC, and only 15% of their success. Even if UMC meets with your wildest expectations, ALSC will only benefit a few more bucks. Remember, ALSC itself will undoubtably continue to be a mismanaged POS during a firming demand (with shortages'99), not explosive demand market(with capacity building'95). I think if we took a poll on this threads asking: (choose only one) 1. are you investing in ALSC as a Semi play in a recovering market? 2. are you investing in ALSC as a growing portfolio/bookvalue play? - the 6 Little Indian V.P.'s would be embarressed by the results. (sun-tzu, if you voted 1., then your view is clearly stuck in the past!) consider, UMC is a semi company, they are not like software companies; semi's are much more likely to dissapoint you with little profit to show for it.