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

To: Craig Freeman who wrote (8865)	10/31/2000 8:29:08 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

Alcatel, a major ALSC customer released solid results and a rosy outlook: ``Looking ahead to 2001, we expect continued solid expansion in our carrier networking and optics businesses driven by submarine and terrestrial transmission, core data networking and broadband wireline and wireless access. In addition, we are pursuing an ambitious upgrade of internal supply chain logistics to improve our ability to keep pace with growing market demand for our products and solutions and to enhance our working capital position. Alcatel is expecting 2001 revenue growth to be above market with early indications showing growth in our Telecom business of at least 25%.'' biz.yahoo.com

To: Craig Freeman who wrote (8865)	10/31/2000 8:42:53 AM
From: DJBEINO	Respond to of 9582

Coming in under the radar There are some severely discounted techs out there where the stories have become completely discombobulated. Apple Computer (AAPL, news, msgs), Symantec (SYMC, news, msgs), Electronics for Imaging (EFII, news, msgs), Alliance Semiconductor (ALSC, news, msgs), and now American Power Conversion (APCC, news, msgs) all are debt-free tech businesses with cash and/or investment hoards that have attracted institutional value investors. The problem is, the institutional investors were generally attracted at levels much higher than current ones. In general, value investors do not have the proper framework for evaluating technology firms -- and it may not be considered such a good sign to see value guys piling into a given tech stock. In each of these cases, there are now obvious, serious and real reasons to doubt the story. The question is, when do the stocks really become a value? Odds are that now, when all the value guys are feeling way burned, is not a bad time to take a look. moneycentral.msn.com