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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.390-0.3%Nov 7 9:30 AM EST

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To: Terrapin who wrote (901)8/12/1998 4:22:00 PM
From: Ron Bower  Read Replies (1) of 1418
 
John,

Take a look at Nam Tai - about $75M or so cash and no debt, InterTel has no debt and is buying back shares, Not sure about Behringer, but I believe they are also strong (don't worry about them as they own a large block of Deswell stock), VTech -I'll have to look - as I recall they are also very strong. All but Nam Tai and perhaps Mita growing revs at a fast pace.

Mr. Lau says company policy is to stop delivery to late payers, that they have had no trouble collecting, and all accounts are good.

FWIW,
Ron
DSWLF not the only one doing well - HIHOF revs up 50% and 19 cents profit aganst 1 cent loss.

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