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Technology Stocks : All American Semiconductor - Excellent Buy!!!!
SEMI 30.45+0.1%Nov 21 4:00 PM EST
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To: Arthur Tang who wrote (710)11/28/2000 11:09:29 AM
From: Arthur Tang  Read Replies (1) of 719
 
Recently, all the semiconductor houses came out with the outlook of next year. Surprisingly, the big event is in the analog coupled with DSP market; and not in the fast speed cpu market which is much bigger.

SEMI is fairly deep in the analog business now, with Fairchild and On Semiconductor. Analog devices had 78% growth in this year and projects 50% growth next year.

One can count on web phone(free from Schwab for opening a $10,000 account) as one of the new products to propel 50% growth.

So, the pull back recently maybe an opportunity.
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