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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12528)	5/25/2001 5:03:20 PM
From: Paul Senior	of 78746

In the electronic games sector, I've sold some of my RCOT this week, and I've started a position in RADA. biz.yahoo.com Company has essentially given up on 2001, but has high expectations for 2002. With its new products and marketing effort, coupled with their opinion that, "...2002 should be an excellent year for game controller companies since supplies of all four new platforms should be plentiful by then" (5/14 PR), the stock should do well in '02. I'll start a position now, because it's possible that these stocks will move up as we get into the Christmas retailers' buying season or the '01 Christmas season itself. I suspect it's possible that RADA will move up in anticipation of good times to come. (Both RADA and RCOT have a business in game controllers. RADA is big in hand held games; RCOT is not in that business. RCOT is different from RADA in that RCOT is a distributor/manufacturer of electronic components/cables/connectors/etc.) fwiw, I closed out the remaining few shares I had in SNPS today, and trimmed back a bit my position in LHO.

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