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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: xcr600 who wrote (25150)2/11/2000 2:26:00 AM
From: Johnny Canuck  Read Replies (2) | Respond to of 68145
 
X,

Jim was more up to date on the fundamentals of ALSC than I was. I have not followed it for a long time. I thought they had sold most of their position in BRCM.

I'll try to look at it again this weekend. A quick look shows fair value at $15 with a trailing P/S ratio of 11. It looks pretty pricey unless there is some dramatic revenue expansion.