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: Paul Lee who wrote (9025)	12/15/2000 2:57:14 PM
From: DJBEINO	Respond to of 9582

<Did he give a reason ? > I did not see one. but it is healthy to be downgraded these days in this lousy market,so later he can upgrade. alsc still undervalued, and the best this is UMC is buying its stock above 50 in taiwan. so downside should be very limited to alsc and UMC

To: Paul Lee who wrote (9025)	12/15/2000 4:14:29 PM
From: DJBEINO	Respond to of 9582

downgrade based on softening prices in legacy DRAM. lowering our December quarter revenue and EPS estimates to $70 million (7% sequential growth) and $0.24, down from $78 million (21% sequential growth) and $0.27. Our full year fiscal 2001 estimates are now $256.9 million and $0.84, from $274.9 million and $0.90, and our full year fiscal 2002 estimates are now $335 million and $1.10, down from $390 million and $1.25. FULL REPORT LATER

To: Paul Lee who wrote (9025)	12/17/2000 3:52:45 PM
From: DJBEINO	Read Replies (2) \| Respond to of 9582

Even with a 41% tax rate, alsc investments still worth $10 plus $2 in cash plus investments in 27 companies plus core biz @ .83 and a pe of 10 according to latest prudential report With ALSC trading at 13 and change I think it is a safe stock. comp # of shares stock price Value per share BRCM 336,522 123 $41,392,206.00 1.00 UMC 339,900,000 $50.00 $529,439,252.34 12.77 PMCS 68,152 103 1/2 $7,053,732.00 0.17 VTSS 728,293 57 $41,512,701.00 1.00 TSEM 1313700 15 1/4 $20,033,925.00 0.48 CSMF 16,400,000 $5.50 $51,425,313.57 1.24 add money from umc $20,716,510.90 total $711,573,640.81 # of shares $41,464,780.00 alsc $17.16 (before tax) 41% tax rate $10.18