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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.290-4.2%Nov 4 3:59 PM EST
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To: Count de Monie who wrote (1317)8/30/1999 10:48:00 AM
From: Ron Bower   of 1418
 
Count,OT

I was hoping someone would give you an answer because I think I might be interested in CMDC.

Analysts have dumped on the entire sector, but it looks like a growth business to me. There seems to be some concerns that the shareholders will lose out if the company goes private, but selling at BV when they're showing very good rev and earnings growth doesn't seem right.

I spent a few minutes looking at it and didn't find any downside at it's current price, but I feel there has to be something I missed. Plan to go more into it.

FWIW,
Ron
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