Nam Tai Elec. (NTAI) Message Board

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Technology Stocks : Nam Tai Elec. (NTAI)

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To: blankmind who wrote (1397)	5/5/1998 9:27:00 AM
From: SBerglowe	Read Replies (2) of 1696

Dear Blankmind, I'm with you. the stock is cheap. I think people should reread the news announcement of April 8: biz.yahoo.com. I think these are extraordinarily positive developments, and I think that NTAIF has EXPLOSIVE UPSIDE potential at any time... "there's the rub" You have to be there. I don't know when the company will come from seemingly left field to announce some major deal, but mark my words. It will happen. In the meantime the downside is negligible in reality. My dream is for NTAIF to be a 500 mil company (which is Mr. Koo's goal. He told me so, personally.....and I believe he can do it.) There's no reason to be concerned about Namtai. The management may seem naive, but they are smart like foxes. Incidentally, Namtai has always enjoyed a wonderful relationship with the government in China. I know Dennis earlier on this thread said that there were restrictions on Namtai selling in China. Can anyone on this thread repudiate this or confirm that this is true? With all the top level Japanese managers that are employed by Namtai, maybe they can market in Japan. The question here is can a company be both an OEM and an ODM company? Can they convert to design and manufacturing without losing heir OEM contracts?

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