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

To: Madharry who wrote (8395)	9/10/2000 2:32:47 PM
From: Ken Muller	Respond to of 9582

Armin: <<If they did not like the stock anymore they would have sold all of it. >> I believe that is exactly what they are in the process of doing. In any case, for the market to put a multiple P/E value on ALSC's core memory business, a credible plan has to be put into place and proper execution has to take place. We have seen no new products contributing to the bottom line yet. We may in the future but not at the present. The last innovative new product that ALSC announced was the Internet Protocol Routing Processor (6/99). I have yet to hear of any progress on this device in over a year. I assume it has been dropped. This happens every year with this company. I am afraid the market does not reward this kind of execution.