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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.700

+0.1%

1:48 PM EST

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To: Ron Bower who wrote (230)	11/11/1997 12:48:00 AM
From: Richard Barron	Read Replies (2) of 1418

NTAIF's revenues were down 20 some percent from the 2nd quarter and only 10% ahead of the year ago quarter. DSWLF has produced a 25% growth ahead of the year ago quarter almost every quarter since it came public and revenues are accelerating now. With a trailing P/E under 9, this looks cheap and will get cheaper if it keeps growing and the stock price doesn't. It may drop some just because some people want out of Hong Kong and will sell into strength. Looks like a winner to me that should retest 30 inside of 7 months if they can produce 2 more strong quarters despite the Hong Kong mayhem. Since they don't really sell to Hong Kong customers, the devaluation should make it easier for them to make money and maybe even raise prices some. For those of you who like valuation plays on some risky countries, VIP looks pretty cheap for a growing company. FMR (Fidelity) just bought some more shares 2 weeks ago at prices similar to current prices. Richard

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