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Alliance Semiconductor Corporation Message Board

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  • bskptkl bskptkl Jan 17, 2008 6:48 PM Flag

    Weakness due to Ambac securities?

    do you im? I'm signed into yahoo im.

    I had CLRS on my watch list, but it is not cheap enough yet. COSN doesn't look cheap enough either imo, but I guess it is a bet on Steel (maybe they will buy more GY with the cash!) for whatever that is worth.

    Shells are a lot less attractive now that everything is beaten up, but I have owned several. NCEH for instance trades at about 75% of cash.

    I kind of like the liquidation plays rather than the shells. I have had good luck with REMC, LRT, CHRZ and others. ALSC was good to me too. But I'm not currently buying any of these.

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