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

To: DJBEINO who wrote (6756)1/5/2000 9:58:00 AM
From: Ram Seetharaman  Respond to of 9582
 
The only interesting question is, when ALSC is free to sell the way it pleases all of the UMC related shares, is the market for UMC's services going to be as robust as it is now? If ALSC doesn't capitalize on the foundry allocation units it has at UMC by then, it would have done very poorly in its core business. ALSC needs to capitalize on these issues and beef up its sales and marketing efforts, to be effective for the years 2000-2002.



To: DJBEINO who wrote (6756)1/5/2000 10:00:00 AM
From: Lutz Moeller  Read Replies (1) | Respond to of 9582
 
DJ,

now the Nasdaq-internet-bubble popped, will continue to fall for some weeks to come, I believe, maybe moneymanagers shall uncover the value in ALSC and buy ALSC shares.

At least, where else can you get 1$ for 60 cents today ?

Lutz



To: DJBEINO who wrote (6756)1/5/2000 2:52:00 PM
From: AJ Berger  Read Replies (3) | Respond to of 9582
 
Are we over estimating ALSC's portfolio?

Most people justify their purchase of
ALSC by it's $30 stock portfoilo, but
if after taxes they net under $20 for
each share, then what good will that
money do us if it's in the hands of
people who can't even manage their
own operations profitably?
Still hoping to buy back shares cheaper
in a few weeks cause the profit potential
from $16 coming out of what should be their
strongest operational quarter seems dim.


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