All American Semiconductor - Excellent Buy!!!!

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Technology Stocks
All American Semiconductor - Excellent Buy!!!!

An SI Board Since June 1996

Posts	SubjectMarks	Bans	Symbol
719	7	0	SEMI

Emcee: Frank Polisena	Type: Unmoderated

Introduction Market Data Compact

All American Semiconductor (SEMI), a distributor of semi-conductor parts and
various other electronic parts has substantial upside potential in the near term.

This company has more than doubled in size the past 2 years through
internal growth and through acquistions, however, its stock has suffered due to
increased G&A costs associcated with the expansion of the company.

This company is in the top 15 list of distributors. I see this stock being reaching
3 by year end and, 6 to 7 by 1997. I am a serious investor. I put substantial amounts
of time researching this company and I see no downside - only upside potential exists.

Sales for the current year should exceed $250m. The company has the current
capacity to grow to over $600m. Economics of scale will prevail resulting in
substantial growth to the bottom line.

The company has tremendous backlog.

Let me know what others think of this company. I currently own 7000 shares
with a basis of 2.25.

Frank

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
719	Its been many years since I last posted here. Mainly because SI removed the gran	Arthur Tang	-	10/3/2006
718	SEMI has had a nice run from April. This board sure is dead though.	del clark	-	7/16/2003
717	Bruce responded in the latest Electronic news, that SEMI is working on more mar	Arthur Tang	-	7/2/2001
716	SEMI is not letting moss grow under their feet. Recent news releases were all ab	Arthur Tang	-	5/3/2001
715	March book and bill ratio is still very poor in the industry. But it usually wil	Arthur Tang	-	4/11/2001
714	Interesting financial report by SEMI? Gross margin and profit margin held stead	Arthur Tang	-	4/4/2001
713	When bookings come back March 15, will the book to bill ratio go much above one?	Arthur Tang	-	2/18/2001
712	On Distribution Trend 2001, a supplement to Electronic News DEC 4, 2000, SEMI wa	Arthur Tang	-	12/18/2000
711	Recently, all the semiconductor houses came out with the outlook of next year. S	Arthur Tang	-	11/28/2000
710	As we pass the middle of November, tech stocks are under fire. Semiconductor bus	Arthur Tang	-	11/11/2000
709	More Records Are Broken, Two distributors reported quarterly results, page 84, O	Arthur Tang	-	10/23/2000
708	Here it is tax loss selling time. Last year, every investor knew the stock is g	Arthur Tang	-	10/9/2000
707	If you are a new stockholder; welcome aboard. We don't post too often here,	Arthur Tang	-	9/22/2000
706	Arthur, Thanks for the additional info. I am not too familiar with a lot of the	BCfan	-	9/22/2000
705	Thank you for your summary of your due diligence. One can not help but mention	Arthur Tang	-	9/22/2000
704	SEMI Fact sheet taken from Yahoo Board: SEMI is the 5th largest distributor of	BCfan	-	9/21/2000
703	Anticipation of On Semiconductor(Motorola) signing on with SEMI; created a rumor	Arthur Tang	-	9/21/2000
702	So far so good. Don't look at daily ups and downs, give it time to apprecia	Arthur Tang	-	9/4/2000
701	Shorts data will be published soon. Nice moves in the last few days seems to in	Arthur Tang	-	8/18/2000
700	Summer Scorcher Continues, No sign of slow down. Electronic news Monday July 31,	Arthur Tang	-	8/2/2000
699	Thank you for your FYI. I keep people out so that there is no problem with SEC.	Arthur Tang	-	7/14/2000
698	Just an FYI, Your not alone here. Just lurking, and making money here. Keep up	iknowlarry	-	7/14/2000
697	On the SEMI news, the recent news of Chips and Technology video chips licensed f	Arthur Tang	-	7/13/2000
696	What a pretty SEMI chart on Silicon Investor? Silicon Investor is going thru he	Arthur Tang	-	7/5/2000
695	What a pretty SEMI chart on Silicon Investor? Silicon Investor is going thru he	Arthur Tang	-	7/5/2000

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