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


To: Czechsinthemail who wrote (7490)5/11/2000 3:01:00 PM
From: DJBEINO  Respond to of 9582
 
UNITED MICROELECTRONICS CORP has filed a Form SC 13D/A (Amended General
Statement of Beneficial Ownership) with the United States Securities and
Exchange Commission.

Click on the following hyperlink to view this filing:
freeedgar.com



To: Czechsinthemail who wrote (7490)5/12/2000 1:27:00 AM
From: DJBEINO  Respond to of 9582
 
UMC closed @ 90.00 +4.00 vol 74,639,760 most active
+++++++++++++++++++
TAIWAN WEIGHTED closed @8560.44 +210.53 (+2.52%)
+++++++++++++



To: Czechsinthemail who wrote (7490)5/13/2000 11:06:00 AM
From: DJBEINO  Respond to of 9582
 
ALSC in Barron's: price of $44 is conservative:

Sells to COMS, LU, competes with CY

Owns fabricating plant in Taiwan, UMCE

Investments in VTSS, CHRT, BRCM worth $29, but ALSC at $19.50

Earnings worth $15 so a price of $44 is conservative

netcognizance.com

++++++++=
Neil Druker, Pangaea

interactive.wsj.com

Average return of 23%, half on short side

Portfolio tends to have 25-30 positions, 60% long, 40% short

Pick stocks on fundamentals and look for surprises



To: Czechsinthemail who wrote (7490)5/13/2000 11:12:00 AM
From: DJBEINO  Read Replies (2) | Respond to of 9582
 
ALSC in Barron's: price of $44 is conservative:

Sells to COMS, LU, competes with CY

Owns fabricating plant in Taiwan, UMCE

Investments in VTSS, CHRT, BRCM worth $29, but ALSC at $19.50

Earnings worth $15 so a price of $44 is conservative

netcognizance.com

++++++++=
Neil Druker, Pangaea

interactive.wsj.com

Average return of 23%, half on short side

Portfolio tends to have 25-30 positions, 60% long, 40% short

Pick stocks on fundamentals and look for surprises