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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.420

+4.6%

Oct 31 3:59 PM EST

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To: j rector who wrote (1375)	3/11/2000 12:23:00 PM
From: Ron Bower	Read Replies (1) of 1418

j, Some digging this morning. Resin - According to reports, they normally carry 2-3 months supply of resin in inventory. I imagine the $2M hedged amount is 'prepaid' but not in inventory. This should give them 4-6 months supply, enough that they can fill existing contracts. Oil prices are expected to ease, competitors facing same problems but many of them aren't in the position to prepay. Resin prices are a problem, but it appears they've got it under control. Kwanasia- Goto kwanasia.com I was led to believe the new products couldn't be revealed until they were on the market, but someone forgot to tell Kwanasia. They've included pictures on web site. Corded Conference Speakerphone DVD Player Tele-video Monitoring System CMOS Color Camera (What's this?) www.jetcrown.com is under construction - has been since early 1998. www.deswell.com isn't being updated. In this internet age, they should be posting info on a regular basis - for marketing and investors. FWIW, Ron

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