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

To: Ram Seetharaman who wrote (6673)	12/22/1999 7:56:00 AM
From: DJBEINO	Respond to of 9582

CSMF closed @9.200 +0.200 vol 527,000 UMC @100, BRCM@229 7/8 what is ALSC worth now....

To: Ram Seetharaman who wrote (6673)	12/22/1999 8:00:00 AM
From: DJBEINO	Read Replies (2) \| Respond to of 9582

Alsc is worth at least $27. Company # of shares stock price Value BRCM 388,961 229 7/8 $89,412,409.88 USC 247,700,000 $100.00 $783,612,780.77 USI 35,600,000 $100.00 $112,622,587.79 CSM 21,400,000 $9.20 $118,602,409.64 add money from umc $21,037,646.31 total $1,125,287,834.38 # of shares $41,662,044.00 alsc $27.01

To: Ram Seetharaman who wrote (6673)	12/22/1999 1:02:00 PM
From: Lutz Moeller	Read Replies (1) \| Respond to of 9582

Ram, I agree with your reason to hold ALSC some years into the growing Semiconductor cycle. But if the momentum crowd detects ALSC and pushed its share price through the roof, then there will be a time when it is grossly overvalued, followed by a time of the opposite, after the mo mo gang left their latest toy unattended in the dust, to move on for the next hot thing. That happens all the time. I cannot predict, whether ALSC will become a momentum stock. But when it does, shall there be a time to sell, even with sound business. I can live without the mo moïs, but they are there and affect things. So it is better to have a strategy to handle that - just in case. Lutz