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

To: DJBEINO who wrote (7058)	3/7/2000 4:24:00 PM
From: Lutz Moeller	Read Replies (2) \| Respond to of 9582

DJ, unfortunately I left ALSC some time ago, as I had just too many ALSC on margin. So I missed the boat. You hold ALSC since some time, I believe. How do you buy? Whenever you have money? Hold you other stock, or just ALSC. DOW, S&P 500 and "Lutz" aggressive growth dependecies: Since new Year the big Indices perform lousy. Nasdaq and Russel 2000 outperform. How much money gets freed, when folks sell the underperforming DOW or S&P 500? Well, when I compare the big Indices to my little stockworld "Lutz", as above, a 6,52% drop in the S&P can list my world 100%! That's the difference! Or every 1% in the S&P500 carries the power to lift my stock world 15.33% if all those monies flow just there. That's not realistic, as except the S&p500 and my little world are other stocks in the world. But this comparision demonstrates how strong the divergence betwen big stocks and small Caps may lift the latter. Put strong growth and good story to the sweet pie and it becomes irresistible. I hold these companies shares: Market TICKER NAME Capitalization Mio. $ TXN Texas Instruments 151.198 JDSU JDSUniphase Corporation 104.366 BRCM Broadcom Corporation 48.986 JNPR Juniper Networks, Inc. 42.045 ICGE Internet Capital Group 37.191 CMGI CMGI Inc. 36.153 PMCS PMC-Sierra, Inc. 31.357 ARBA Ariba, Inc. 30.467 EXDS Exodus Communications 28.306 SEBL Siebel Systems, Inc. 28.049 ITWO i2 Technologies, Inc. 26.491 BVSN BroadVision, Inc. 21.946 ETEK E-Tek Dynamics, Inc. 20.715 FDRY Foundry Networks, Inc. 17.541 CMRC Commerce One, Inc. 17.361 BRCD Brocade Communications 17.314 AMCC Applied Micro Circuits 17.115 SDLI SDL, Inc. 16.377 RBAK Redback Networks Inc. 14.984 RFMD RF Micro Devices, Inc. 13.298 PSIX PSINet Inc. 7.354 ISLD Digital Island, Inc. 6.837 HLIT Harmonic, Inc. 4.617 TQNT TriQuint Semiconductor 4.475 TXCC TranSwitch Corporation 3.904 DITC Ditech Communications 3.208 PWAV Powerwave Technologies 3.079 SAWS Sawtek, Inc. 2.704 DMIC Digital Microwave Corp. 2.646 FFIV F5 Networks Inc. 2.273 CLRS Clarus Corporation 1.336 DSPG DSP Group, Inc. 1.230 IFCI International Fibercom 807 CAMP California Amplifier 529 --------------------------------------- Lutz 6,52% 766.258 DOW 31,88% 3.744.995 S&P 100,00% 11.748.323 Lutz