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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.540-0.8%Dec 4 3:51 PM EST
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To: Ron Bower who wrote (434)2/1/1998 4:21:00 PM
From: j rector  Read Replies (1) of 1418
 
>>but the last earnings report indicated that
margins would be lower due to the added assembly work. (more labor intensive). I
think this would account for his statement of 'much higher revs'. I don't expect this
to have a big margin impact as it's not a major portion of the business. Perhaps a
decline of 1% or so and this still makes it very high.

So I assume:

1) Margins are not going to be materially affected by Asian flu.
2) much higher rev's balanced by lower margins indicates earnings
growth should continue at about the same pace as the past.

Have fun,

j.
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