Deswell Industries (DSWL) Message Board

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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.714

+0.4%

Nov 21 3:31 PM EST

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To: Ron Bower who wrote (619)	4/4/1998 7:27:00 PM
From: Shane M	Read Replies (1) of 1418

Ron, Doubled up my position on Friday. Like yourself, DSWLF is now by far the largest holding in my relatively small portfolio. An observation: Like many threads on SI with only longs posting, I wonder if we might be becoming overly susceptible to "groupthink." I try to always remind myself that whenever we buy there's always someone else on the other side who has analyzed the situation and thinks selling now is a good deal. I guess the question is: Are we in need of a bear? Shane

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