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


To: Arthur Tang who wrote (930)12/5/2000 7:11:25 AM
From: Arthur Tang  Read Replies (1) | Respond to of 952
 
Market makers are over doing the Nasdaq pull back, which may offer us an opportunity to add to our investment on SEMI.

It is interesting that Wall Street did not understand the changing technology in semiconductor field. The submicron lithography is slowly migrating every where. First the hard disk giant magnetic resonance heads, now the flip chip printed circuit daughter board on Intel P4 cpu. The fine pitch on Intel motherboards made for all the major computer companies changed the market place.

You are beginning to see the evolution of electronics companies becoming fabless semiconductor manufacturers. The fine pitched printed circuits are just an extension of semiconductor sockets. The shake out of semiconductors are simply not going to be here. Every manufacturer can be a semiconductor company if they have design software.

Is SEMI, our company ready to distribute more board level goods? That is the question of growth?