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

To: PawPr who wrote (7496)5/13/2000 1:06:00 PM
From: John Finley  Read Replies (1) | Respond to of 9582
 
So ALSC is being valued by the worth of its portfolio as a business investment rather than as a trading tool.

Yes, and Chartered and UMC are business investments. And while I agree with you that BRCM and VTSS are overpriced, they are ALSC assets that I assume could be sold for cash at any time. As it stands now ALSC is selling at a 40% discount to their assets (using the Barrons $29 equity asset value). Or another way of putting it is their business is worth -$12/share <gg>. Looking at the latest Q that strikes me as odd.

Another company that has the similar good fortune(?) of owning some of a high flier is AFCI. Even they have a PE of 14. Of course they're in a "hotter" field <gg>.

JF



To: PawPr who wrote (7496)5/13/2000 4:57:00 PM
From: Peter H. Mack  Read Replies (2) | Respond to of 9582
 
The major holding is UMC however. It does $19 billion revenue (NTD) and has 7000 employees.

In 2000, UMC will operate seven 8" Fabs as well as one 5" and one 6" Fab. The total wafer capacity (8" eq) will reach 2.4M, with 50% of all production for 0.25um and below processes.

it usually trades the highest volume on the Taiwan exchange

...and it is also building 12 wafer fab capability.

look at their site at www.umc.com

pete


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