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Microcap & Penny Stocks : SETO Semicon Tools Inc. -- Ignore unavailable to you. Want to Upgrade?

To: TraderGreg who wrote (1873)	3/17/1999 10:10:00 AM
From: KZAP	Respond to of 3222

VERY good! I'm too impressed! Of course you know me, easily impressed. <ggg> What a great day! KZAP

To: TraderGreg who wrote (1873)	3/17/1999 10:15:00 AM
From: KZAP	Respond to of 3222

So, SETO is going into the tank! MM's won't be "caught" again. (of course, they did a good job of covering) JMO So DOWN we go!!! Watch out down below!!! KZAP

To: TraderGreg who wrote (1873)	3/17/1999 10:23:00 AM
From: Joe Bilich	Read Replies (1) \| Respond to of 3222

I think we need to be a little careful about just adding revenues from the new acquisition to SETO's existing numbers. I believe the release indicated that the company being acquired has for years been "both a supplier and a customer...". This would indicate that some of their sales (the ones ot SETO) will drop out in consolidation, and SETO's sales to this operation are now internal transfers of some kind. I'm not a CPA, but I think this means the impact is something other than just adding all the numbers like a layer cake. Still, sounds like a good business to acquire. Your analysis indicates that even if done at "TT like terms" we come out way ahead. If done at "battery company terms" SETO deos far better. The answer may be somewhere in between--but if the end points of the scale are "very good" and "out of sight" who cares?