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

To: Paul Senior who wrote (12528)	5/25/2001 2:15:51 PM
From: jeffbas	Respond to of 78748

The additional color is interesting, Paul, but it does not change my view that selling something and giving 40% of the proceeds to the government creates a VERY HIGH hurdle to get over to end up in a better place, especially when the business sold presumably had drug company like gross margins. Enough said

To: Paul Senior who wrote (12528)	5/25/2001 5:03:20 PM
From: Paul Senior	Respond to of 78748

In the electronic games sector, I've sold some of my RCOT this week, and I've started a position in RADA. biz.yahoo.com Company has essentially given up on 2001, but has high expectations for 2002. With its new products and marketing effort, coupled with their opinion that, "...2002 should be an excellent year for game controller companies since supplies of all four new platforms should be plentiful by then" (5/14 PR), the stock should do well in '02. I'll start a position now, because it's possible that these stocks will move up as we get into the Christmas retailers' buying season or the '01 Christmas season itself. I suspect it's possible that RADA will move up in anticipation of good times to come. (Both RADA and RCOT have a business in game controllers. RADA is big in hand held games; RCOT is not in that business. RCOT is different from RADA in that RCOT is a distributor/manufacturer of electronic components/cables/connectors/etc.) fwiw, I closed out the remaining few shares I had in SNPS today, and trimmed back a bit my position in LHO.