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Technology Stocks : Nam Tai Elec. (NTAI) -- Ignore unavailable to you. Want to Upgrade?


To: John Gault who wrote (1233)3/13/1998 3:09:00 AM
From: BUFFY Z  Read Replies (2) | Respond to of 1696
 
i have been a lurker on this thread for several months, decided to try the free 30 day offer. u guys have been pretty hard on NTAIF for their reporting methods, i think the time taken to make aware NTAIF of their reporting problems has finally paid off. this is definitely a step in the right direction. also very nice for NTAIF to provide a 800 number and invite others besides analysts, some companies make u pay for the call and only want analysts on the call. wall street has a tendency to treat foreign companies with discounted valuations, see TSEMF as a great example, trades under book, lots of cash and makin money so NTAIF valuation does not surprise me. hopefully mondays call will leave everyone pretty positive on the future of NTAIF, this market is sediment driven, sometimes the numbers don't really matter. wall street lacks alot of credibility at the moment, too many momentum investors that jump in and out of stocks, nobody invest anymore, they just gamble. i think if this market was a value market more than a momentum market, NTAIF would have alot higher valuation, but it's not and i don't think this is going to change for awhile if ever. those are my thoughts, take it easy on NTAIF, they have produced some nice numbers but have not played the "Wall Street Game" very well, the conference call is a step in the right direction. and yes i do own NTAIF in the mid 20's and did exercise the rights so i have a nice position in the company, been as frustrated as u guys on the valuation of NTAIF.

buffy z



To: John Gault who wrote (1233)3/13/1998 5:18:00 AM
From: Altaf Amin Jadavji  Respond to of 1696
 
Could it be that results are so good that they are willing to announce early. You'd think that if they were bad, they'd wait till the last possible minute--release seemed peppy. Anything to move this stock ...

Regards,