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

To: Ram Seetharaman who wrote (8891)	11/2/2000 7:33:06 PM
From: TH	Read Replies (2) \| Respond to of 9582

Your title says it all...Back today. Strange market, but the upside is if you don't like your sectors news then just wait a day or two and you will get the story you want to hear. Chips are alive and well for a good while, regardless of what someone on the street thinks today. Intel was the story that really got me. I have been holding this one for a few weeks and I know the value is there, but our MM don't believe it. We seem to have pretty weak action in the trading and it takes a buyer with real conviction to get them to support a move for 1/2 a trading day. This will change as more get on. I have one question for the thread. Why are only two following this one. It looks like the growth and the value are both there at todays valuation. Is there some history that is preventing the big kiss from more on the street? I understand they were weighted very heavy in PC a few years back and that hurt the value, but it really looks like the model is solid and the plan forward is strong. Good Luck TH