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

To: blankmind who wrote (1412)	5/6/1998 2:31:00 PM
From: Jeff Egg	Read Replies (1) \| Respond to of 1696

I was just asking myself that same question. I like the the following characteristic's: 1) Strong balance sheet 2) Trading near book value 3) A 15 dollar (at this moment) stock making @ 2 to 3 dollars a share 4) The majority of their exposure is US and Europe, with exposure to China and Japan for future growth ( I feel Asia is near a bottom) 5) Their seasonal peak is approaching and I feel it looks favorable On the downside: 1) China based company and all that may imply on the political front 2) The Chairman. 3) Accounting standard's, or lack of? Who audits this company? If I get some comfort on the downside issues.......I will buy more stock. Jeff The toughest think to predict is the future! I am just trying to improve my chances.

To: blankmind who wrote (1412)	5/6/1998 3:25:00 PM
From: mod	Read Replies (1) \| Respond to of 1696

blankmind, Would you pay $2 for a bank account with $1 in it? No, of course not. So why would you pay anything extra for all the cash NTAIF has? (BTW, cash is decreasing, not increasing, since 3/31, as they gave a lot of it to Mr. Koo for some of his shares). Mr. Koo said on 4/1 that he wouldn't sell any more shares for 3 months. Guess what is going to happen on 7/1 or so? And where are the acquisitions they raised all that money for? Maybe they need so much time so certain people can buy a business and then resell it to NTAIF at an inflated price? Gee, that couldn't happen, could it? Dennis