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


To: Ken Muller who wrote (8393)9/10/2000 12:03:15 PM
From: Madharry  Read Replies (1) | Respond to of 9582
 
I would suggest to you that without querying about their reasons for disposing of 1/2 of their stake. It is rational to assume that they acted like you or I might. they are in it at probably around $4. It is probably a much larger portion of their small cap portfolio that they envisaged.
If they did not like the stock anymore they would have sold all of it. That is my interpretation. But I did not buy it because of wisconsins and I am not selling it because of wisconsin. I own it bacause the company is executing rather well right now and the street generally rewards company's that can execute consistently.



To: Ken Muller who wrote (8393)9/10/2000 1:29:22 PM
From: DJBEINO  Respond to of 9582
 
<BTW, you mentioned the significant reduction of the Wiscosin fund support (they've been with ALSC for the last 2 years). That should give you a signal about their view of future prospects with ALSC. >

The WISCONSIN fund has been in alsc over Five years.they bought a bunch while alsc was in single digits.
eventhough intitutions decrease thier holding by about 3%, actually more institution (number of) bought than sold: 64 bought, 29 sold

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