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Microcap & Penny Stocks : All American Semiconductor (semi) -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Tang who wrote (900)	7/8/2000 5:04:32 PM
From: stockaholic	Read Replies (1) \| Respond to of 952

Hi Arthur, What is your take on the SSB call that now is the time to sell SEMI stocks. JJ downgraded the whole sector. I believe you have mentioned being in the semiconductor industry for some time. ( retired?) We all know the cycle will end eventually.Personally I think there are a lot of new applications for chips coming just around the time some think the cycle will end. ( DVD recorders replacing old fashioned tape VCR's, wireless internet, etc.) An oven with a FPD still costs about 2,800 dollars, but when prices come down in about 2 years I imagine there will be chips and FPD's everywhere one looks. SEMI looks great earnings wise. Congratulations to Goldbergs & Co.