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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (11630)	12/21/2000 5:13:02 PM
From: Paul Senior	Respond to of 78523

I like NTAI and RCOT at current prices, so I added more to my positions in them today. NTAI has been discussed here several times. They design and manufacture consumer electronics products. The financials, relative to stock price, look good to me. Negatives are that they are located mostly in China, and there's been much discussion on threads as to whether the founder, Mr. Koo, is representing the interests of all the stockholders. RCOT is somewhat similar. I like that they are diversified in manufacturing/distributing a wide number of plebeian electronic accessories. They have stated they are the dominant supplier (by far, so far) for accessories for Sony's PlayStation2. finance.yahoo.com At the same time, I'm selling my exploratory and losing position in DCX, (DaimlerChrysler), selling some THQI, lightening up a bit on LEH (Lehman) and giving up on undervalued VUL (Vulcan). I just don't have the patience for VUL in this market, or DCX for that matter, and I expect that electronic game company THQI might already have seen its move (what there was of it)for this year's Christmas season. finance.yahoo.com