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Technology Stocks : Nam Tai Elec. (NTAI)
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To: Ron Bower who wrote (1540)2/8/1999 4:14:00 PM
From: Dick Martin  Read Replies (1) of 1696
 
Namtai has a strong hand to play from, and your scenario could likely be the outcome; from the sounds of things this seems to be on a fast track so we won't be waiting long. I guess we missed the conference call, is there a place where it is replayed or we can get a recording? General operations are down but really not too bad considering. So we may be stuck with a 10M write off but Koo and Co probably know something about how to negotiate too. I think you are right we should look for a spike to the bottom and then pick up more.:)

Dick Martin
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