All American Semiconductor (semi) Message Board

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Microcap & Penny Stocks : All American Semiconductor (semi)

SEMI 31.17

+1.4%

Feb 9 4:00 PM EST

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To: stockaholic who wrote (508)	2/21/1998 7:45:00 PM
From: Arthur Tang	Read Replies (1) of 952

Thank you, stockaholic. First asset management is Lew Lieberbaum. January sales is in general book to bill negative. February and March will pick up. Summer months are slow due to vacations. I look at all the indicators, seasonally adjusted. Jeff likes to make sure it is earnings driven. But one old and wise market maker tells me that if every one does badly then every one is safe. Meaning P/E ratio will be better; or earnings expectation will be lower. However, this year everyone is expecting more increase of sales in semiconductors. So, not a worrying year to boot. Anyway I prefer to watch the grass grow under my feet. The company will do better yet; and the market makers also will own more SEMI stock. We all make more money on bigger and better SEMI.

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