Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Arthur Tang who wrote (911)	9/8/2000 3:57:25 PM
From: Arthur Tang	Read Replies (1) \| Respond to of 952

Sometimes you wonder why this thread is not kept up each day? Well, this stock had gone up 10 bagger. Anything you write may only spook some one. Nothing to report as far as next year's business is concerned. Investors who are astute had to look at the end products consumers will buy. And definitely not capital equipment such as lithography or polishing equipment. As the yield goes up, the capacity improves. Changing submicron light source is simple; you just swap the dye in the laser. On the other hand, the economy next year would effect the revenue on the end products using semiconductors. We all worry about saturation of product cycles. We all worry about decline in wages. These variables are not going to change. Now, when wealth is becoming an abundant problem; every one will own every device made. The market will become a problem that you have money but nothing to buy. I think Russians have that problem in the cold war, nothing to buy. This argument of nothing to buy will keep good semiconductor business going for many a year to come. It is just good planning, to lower the cost of semiconductors, then apply them every where to improve standard of living. This is my accessment of the semiconductor business. Intel's business is not well planned, yield problems of one sort or another(strictly sorting problem). It will just create a pant up demand?