All American Semiconductor (semi) Message Board

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Microcap & Penny Stocks : All American Semiconductor (semi)

SEMI 31.41

+3.2%

Nov 24 4:00 PM EST

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To: kenteen who wrote (897)	6/23/2000 3:15:00 PM
From: Arthur Tang	Read Replies (2) of 952

There are two analysis to go with the SEMI's current situation. The fundamentals are very bullish; what with deep submicron technology as such. All semiconductor houses are selling like hot cakes. Cheaper unit prices increase volume and many units will flow through distribution. The SIA projections has to be accurate because they have been at it for many years. Cheap price drives the applications. The technical side analysis is very interesting The 13d and 13d/a between May and June 20 tells the story. In May, White knight comes in to buy substantial amount of SEMI stock. In June, on the 20th, a 13/d/a was filed but the controlling shares dropped to 1.7%. Substantial number of shares were disposed at a profit. This in technical analysis was a change from overbought to oversold. The share prices temporarily stabilized, or it may take a breather and continue to climb. Trend lines can be drawn with horizontal line for the resistance and ascending line for support. Watch for a few more days, and we will know more about the resistance. The white knight may do another short term investment. The reason is that the amount of funds used for stock purchased were from working capital of firms including restaurant. The individual himself only bought 400 shares for direct ownership. It proved to be a good investment. If they like it at $11-12/share; they'll love it even more at $25-30. I expect they will be in and out of this stock catching the peaks in the chart. Short term instrument invested in SEMI with long term growth prospect is the way they love to do it. As far as management goes; the long term observation I have of the Goldbergs in the twenty years past, concludes it is a solid distributor. It owns lobbies of large corporations and therefore a market share of the semiconductor business. It is focused. For Bruce to play the market with SEMI on Wall street, then the business can not be build from shoe strings. SEMI needs enough stocks to be distributed on Wall street, a brokerage office at a time. Each brokerage office can only take 10,000 shares to distribute. So much for that, to promote this stock properly. We have to wait for SEMI to grow with the semiconductor industry to see how this stock will perform on fundamentals. At one point the profits just can not be hidden anymore. I have seen it in the semiconductor industry; did it myself. Just look at the cash position at Intel for now; and there are more to be made next year.

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