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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (14554)	6/4/2002 11:35:11 AM
From: LauA	of 78670

I'm no longer a fan of GAI. It looks like they've used their cash to fund some speculative ventures. FPD business is mouthwatering, but I don't have a good handle on who uses Lite Array EL panels. The ramp for OLED displays will start for cellphones, small displays, and PDA's. There are some unresolved technical problems with the OLED paints. GAI may be competing with the Sanyo/EK JV as an EK licensee. I filed the Stirling Engine stuff in my folder labelled 'Cold Fusion'. Next to Orbital Engine. I like floor care products. I'm having trouble with space shots.

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