Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Peter H. Mack who wrote (7809)	6/26/2000 7:47:00 PM
From: Madharry	Respond to of 9582

and we are still waiting for flash to kick in. In light of this I expect to see: 1. New COverage. 2. Upgrades. 2. Higher target prices. 4. Another comment in Barrons and or the street.com.

To: Peter H. Mack who wrote (7809)	6/26/2000 11:11:00 PM
From: Czechsinthemail	Read Replies (2) \| Respond to of 9582

The pre-announcement gave much stronger support to Alliance as an operating company. It helped clear up some of the uncertainty about future earnings, and hopefully it will encourage revisions of forward earnings estimates. It would be nice to pick up additional analyst coverage, but simply establishing a more substantial and positive growth scenario is a positive. Sequential revenue increases of 53%-60% are much higher than the forecast at the last conference call. It should translate to much higher earnings growth than the two analysts covering the company have forecasted. Generally, I think we should be seeing higher prices for ALSC. With both revenues and earnings growth accelerating, and an improving demand and pricing structure for chips going into the second half of the year, ALSC's fundamentals look great. Though the underlying assets of ALSC's investment portfolio are a wonderful feature, I'm hoping the earnings performance is sufficient to life ALSC beyond "holding company" valuations. The unfolding story keeps getting better.

To: Peter H. Mack who wrote (7809)	6/27/2000 1:34:00 AM
From: DJBEINO	Respond to of 9582

Add geoTouch to the list of ALSC investments: Location-Based Information and Mapping Provider geoTouch Receives $8 Million in Venture Funding Redwood Partners, Gabriel Ventures and Alliance Ventures Invest in geoTouch SAN FRANCISCO--(BUSINESS WIRE)--June 26, 2000--GeoTouch, the breakthrough technology and service provider of current, rich, comprehensive location-based information and commerce, today announced that it has received $8 million in new funding from Redwood Partners, Gabriel Ventures and Alliance Ventures. With the infusion of capital, geoTouch will expand efforts in their wireless and ASP development groups to grow the distribution channels. biz.yahoo.com ++++++++++++ messages.yahoo.com