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Technology Stocks : Nam Tai Elec. (NTAI)
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To: Bill Li who wrote (1252)3/16/1998 6:29:00 PM
From: j rector  Read Replies (1) of 1696
 
there are alot of companys with strong
cash positions--e.g. GM, Chris Craft,MSFT and obviously you
should remove the cash before valuing. I like the cash position,
but I don't like:

1) the absence of a CFO critical for purchases
2) the flat sales
3) the potential for huge insider liquidations
in the next 3 months.
4) the stock manipulation and management indecision
for the past year.

Why werent' individual investors allowed to joing the CC?
Why arent individual investors allowed to see Koo?

One other question--why not keep some of the cash in
overseas accounts where it can generate more interest income?
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