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Technology Stocks : Richardson Electronics -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (1)	6/10/1999 7:43:00 AM
From: don pagach	Respond to of 20

Paul, Thanks for the comments, I agree with your internet comment. RELL had growth of 6% in sales last qtr. I don't know how that compares with ARW or MI, I need to check that out. My concern about RELL is the incredibly low volume. This problem is one that many small firms are facing and I don't know if it is going to put a damper on any near term moves. It is kind of distressing that well managed, profitable comp. are not getting the kind of attention that poorly thought-out internet firms are receiving. Best Wishes, Don

To: Paul Senior who wrote (1)	6/10/1999 4:41:00 PM
From: don pagach	Read Replies (1) \| Respond to of 20

OK Paul, I am not saying that there is going to be a 10% move everytime I start a thread but..... I looked into ARW and MI and thought hard about ARW -the company's fundamentals are pretty solid price to book at 1.1, positive growth, movement to more efficient operations. My major concern with these comp. is the lack of interest, RELL traded 19,700 shares and ARW 280,000 shart term moves are just not in the cards and long-term I think that after asia recovers it could be pretty steady for these firms. I am looking for RELL to get to 1.5 - 1.7 of book (about $12) and then hopefully sell. Best Wishes.