All American Semiconductor (semi) Message Board

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Microcap & Penny Stocks : All American Semiconductor (semi)

SEMI 30.74

+3.7%

Feb 6 4:00 PM EST

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To: stockaholic who wrote (536)	3/18/1998 7:57:00 PM
From: jeffbas	Read Replies (1) of 952

An inventory correction usually lasts much less than a quarter, since most mfrs have more than 4 inventory turns per year. SEMI does not distribute microprocessors or have much exposure in memory, two of the weaker areas in terms of demand and price problems. The reality is that SEMI maybe makes $.03-.06 per quarter until things improve. The current price adequately discounts that. However, the stock market deals in perception as much as reality, and the perception of this industry is not great.

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