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

To: DJBEINO who wrote (4654)	2/9/1999 2:16:00 AM
From: Norrin Radd	Respond to of 9582

I think the USC IPO is just the start of good things to come. I couldn't believe even the semi equipment companies were upgraded today . Of course one could argue that's a sign that the good action is all over for the equipment companies:)! When the big firms start recommending it's all over. Only retailers are left to buy. Interesting that the ALSC volume has dried up. I see that as a potentally good sign but time will tell.

To: DJBEINO who wrote (4654)	2/9/1999 10:19:00 AM
From: Steve Lewis	Read Replies (1) \| Respond to of 9582

Thanks for your usual fine efforts including the Form 8-K/A post. I read through this but it was confusing to understand. How do you read its meaning? There are no specific dates though lots of description in regards to a "liquidity event". (My guess is that we will see the IPO before the summer of 2000, hopefully in the throes of a semi industry upturn) Steve

To: DJBEINO who wrote (4654)	2/9/1999 12:04:00 PM
From: Doug Simpson	Read Replies (3) \| Respond to of 9582

By what I understand in the filing, ALSC is selling their interest in USC for the price of $30nt per share or $1,050,000,000 nt, payable no later than April 15. In the event of a liquidity event(IPO) the would get up to an additional of $19nt per share, based on IPO price. What is the conversion rate of nt to US dollar?