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

To: jeffbas who wrote (927)	10/19/2000 4:14:08 AM
From: Arthur Tang	Read Replies (1) \| Respond to of 952

Thank you, Jeff, for the earnings estimate. I am sure we all have to adjust as we go into December when the book to bill may change from my assumption of 1.0 going into January. For Brad's question, my answer is never look at competition. SEMI has salesmen locked on their customers for a third of the market share. It is their line card improvement that I look at. The more line cards, the more purchasing people they can lock on to. But of course, financial planning can not be later than acquiring more lines. Two banks near Motorola headquarters took care of it this time. You have to show the big houses you have sufficient finances or else you already have the orders for them. You have to target the lines you want to add. Good luck on all your investments.