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

To: jeffbas who wrote (921)	10/18/2000 6:10:55 AM
From: Arthur Tang	Read Replies (2) \| Respond to of 952

Jeff, I think Bruce will be able to add at least one more top 10 semiconductor house next year. Bruce should let their salesmen tell him what the next new line that their customers need. As it is at 1.2 book to bill ratio; And if it ends this year at 1.0 book to bill then the revenue would be about $180 million. SEMI may get lucky in design-wins added on top of that estimate. You are good at the earnings projection, so what is it going to be? In my experience, the end of the year is the beginning of a new model year. Market saturation(9 month buildup and 3 month liquidation) ends with the year; then it begins again next year with new products. So, SEMI will be pushing customers for new product design-wins this quarter. They did a good job for the $1 million order for Linfinity of Microsemi.