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

To: BUFFY Z who wrote (1271)	3/17/1998 8:10:00 AM
From: SBerglowe	Read Replies (1) \| Respond to of 1696

Buffy and everyone: Is anyone on this thread going to China to better understand the company's corporate culture per Mr. Koo's invitation? I've been a Namtai investor for seven years and I now own only a token position. I would go back in, too, if I saw new products, new orders, an acquisition, a PR relationship, a CFO and I'd be especially intrigued with a significant investment banking relationship other than the company that did 'the whacko offering'. It would seem if there's any IB's on this thread they should start looking at Namtai. It would seem to me in a momentum driven market that Namtai represents value and has a minimum downside. If it were to dip from here I would probably buy some more. Earnings were in line with the flat quarter projected. Incidentally, Mr. Koo, when he is around is very personable. He looks more like a Buddhist monk than a corporate CEO, however. I judge him to be naive and more comfortable in Southern China than North America. Does Fidelity own 7.8% of Namtai?