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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.650-1.5%9:35 AM EST
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To: Michael Burry who wrote (591)3/25/1998 1:01:00 PM
From: Ron Bower   of 1418
 
Mike,

I also halve down at a point, but feel it would be a mistake for Deswell. At 60% of my holdings, I should reduce, but I sincerely believe it will be over 40 by end of the year and I don't want to kicking myself for selling any of it.

I'm sour on ELAMF. If you'll look back thru the thread you'll find that I was once hot on it. They have fantastic potential that they can't seem to take advantage of. They make too many optimistic projections and too many excuses when they don't perform. I follow it closely, but they aren't doing anything yet that would change my mind.

LOL,
Ron

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