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

To: J. M. Burr who wrote (758)6/23/1998 10:24:00 AM
From: jeffbas  Read Replies (1) | Respond to of 952
 
I think that if you look at the charts of all the distribution companies, you can't expect Reptron to have offered much more.
However, I have always felt that SEMI was the most attractive
third tier distributor left. Therefore, if REPT did offer too
little, someone else could emerge to offer more.

I think this is a very good deal for REPT and a pretty good deal
for SEMI shareholders. Both company's shareholders should be better off than if they had remained independent.



To: J. M. Burr who wrote (758)6/24/1998 6:39:00 AM
From: Arthur Tang  Read Replies (1) | Respond to of 952
 
Thank you, Tumbleweed. It is an agreed deal yet to be rectified by stockholders. However, it sounded like SEMI is just going to be Reptron Electronics, a subsidiary; not merged into the parent. Also SEMI's 1.2% return on revenue means REPT stock price will come down if Bruce runs it the same way. Golden parachute will have to be exercised. If Bruce can do 2% returns on revenue, SEMI stock would be $10 today.


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