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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.714+0.4%Nov 21 9:30 AM EST
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To: Richard Barron who wrote (241)11/18/1997 3:35:00 PM
From: j rector  Read Replies (1) of 1418
 
Richard,

>>Deswell should vastly outperform the market
when the rebound occurs due to strong earnings and revenue acceleration, unless
someone knows that their business is falling through the floor.

I know that DSWLF sells to alot of HK companies--I would guess
that this is a large reason for the drop in share price. However,
I think the buisness for most of DSWLF's customers will increase
as a result of the Asian currency problems. Is there anything else
I'm missing like exposure to real estate, etc?
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