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Technology Stocks : Richardson Electronics

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To: don pagach who wrote (13)	7/2/1999 10:11:00 PM
From: Paul Senior	Read Replies (2) of 20

Hi Don. OT. re: "what other companies interest you?": LOL! I'm VERY diversified. Almost easier to describe which companies don't interest me: momentum driven, hot stock, biotech. I follow a BUNCH. And I'm VERY (I mean VERY) diversified in my holdings. Here are ones which I've posted on and which are now at my buy point or less: RCOT (a recent buy) NWLIA (added more recently) Insurance co. below book value CDX (valuable real estate. Stock isn't moving) HLR (strong internet plans/presence. Low pe. Good div. - I'm losing big on this one!) LPGL (insurance co with div. and owning about 15 startup companies including some internet co.'s) IDTC (added to my position at higher and lower prices. Very difficult to figure this co. -- internet/telephony with lot of deals with other companies. Risky.) FTL (How bad can the underwear business be?) RDO (sale/rental --distibutor--- farm equip and truck/construction equip) BD (Added more this week to my full position. Budget - 3rd in car rental and #2 in consumer truck rental. Stock is way undervalued IMO. And I seem to be very, very wrong.) DAIO (selling below net-net) And keeps on selling lower and lower. PFG (forget about it. Bought in at 10 and higher. Now 50 cents) CG and CSE (workout plays. They are being bought out for cash at higher prices than current. Bet is that deals will actually be consummated and within a reasonable - 6 mo. - timeframe. ) NOC. Northrop stock cut in half after gov't. stopped Lockheed from buying. I'm holding (stock price mid 60's current) but thinking of taking my lumps (70's) and moving on.) FSS. Steady grower. Oops --its growth (rev) seems to be slipping. I've posted on more. And I own more. But just quickly reviewing my notes, these are the ones that are below my buy price. Very possibly many more, just don't recall them. Maybe I don't want to remember them if they're down from my price -g-. Enough here though to give you the idea that I'm all over the place in my interests -g-. Good hunting if you're looking for new ideas. Paul.

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