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

To: stockaholic who wrote (749)	6/22/1998 10:34:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 952

The discount to the terms of the deal is crazy. Selling SEMI at $2 is like selling REPT at $9. REPT has just become more valuable by buying SEMI at a good price.

To: stockaholic who wrote (749)	6/23/1998 7:29:00 AM
From: Arthur Tang	Respond to of 952

Thank you, Stockholic. Reptron is more profit oriented than Bruce or SEMI. SEMI is about 1.2% earnings from revenue. Reptron is about 2% from their revenue. However, I did not have time to look at the trend lines of Reptron to tell whether they are in the process of pulling back or not. Merger could take 3-6 month to complete, we do not know whether Reptron stock will hold the value or not. When they merge, the consolidation will shed a number of expenses SEMI has now. So, I hope maybe the earnings of the combined company will be 2% of revenue.