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

To: Paul Senior who wrote (14554)6/4/2002 11:35:11 AM
From: LauA  Respond to of 78684
 
I'm no longer a fan of GAI. It looks like they've used their cash to fund some speculative ventures. FPD business is mouthwatering, but I don't have a good handle on who uses Lite Array EL panels. The ramp for OLED displays will start for cellphones, small displays, and PDA's. There are some unresolved technical problems with the OLED paints. GAI may be competing with the Sanyo/EK JV as an EK licensee.

I filed the Stirling Engine stuff in my folder labelled 'Cold Fusion'. Next to Orbital Engine.

I like floor care products. I'm having trouble with space shots.



To: Paul Senior who wrote (14554)5/23/2005 4:11:41 PM
From: Paul Senior  Read Replies (3) | Respond to of 78684
 
From the new lows list, I'll add a few shares of GAI.

Company continues to define its business model. (Which means they have losses aplenty now.) However, with $4 cash/short term investments (per Yahoo) and a stock price of $5.65 or so, I'm willing to hold shares to see what this apparently entrepreneurial outfit can do.

finance.yahoo.com


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