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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (3906)	4/24/1998 2:48:00 PM
From: SBerglowe	Read Replies (1) of 78464

I believe NTAIF, Namtai Electronics offers unusual valuation,4.5xearnings, over 100 million in cash, no long term debt. I see some positive additions to management (Mark Waslen)as well as the announcement that they are going to design their own products to market. Since the company is already in China, it would seem to me that the Chinese Market could be ripe for the type of low tech products that Namtai has manufactured in the past, items such as translators, digital thermometers, calculators etc. Company has fallen from grace because Wall Street has mistrusted or misunderstood the actions of CEO, but the accounting has always been straight forward, and the stock is cheap by most measures.

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