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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.440

+5.2%

Oct 31 9:30 AM EST

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To: Terrapin who wrote (1378)	3/28/2000 10:47:00 AM
From: tero kuittinen	Read Replies (1) of 1418

I just read the press release on high precision injection molding technology of Deswell - that's interesting, because this is one of the hot sectors in Scandinavia right now. The new generation of mobile phones is becoming increasingly intricate and demanding to manufacture. Features such as scroll buttons and exchangeable, personalized covers are probably going to be a standard for most phones within two years. I'm not sure the injection molding specialists get the recognition they deserve at this point; it's easy to look at this as a commodity business. But unlike PC's or games consoles or audiovisual equipment, mobile handsets are actually becoming radically more complex to manufacture than before. The mobile internet access has to be supported by new kinds of interfaces - which means that the "black, plastic box" model is out the window. New kinds of scrolling buttons and Navi-rollers will mean that superior manufacturers can start asking for higher profit margins - especially since the demand for mobile internet models is projected to explode. Exchangeable covers is also something that is becoming a standard feature in Europe and will probably off elsewhere as well. This demands a much higher precision from the components than the molding of the old brick models did. It's hard to look for good value in mobile operators or mobile phone companies, since they are already priced at the ceiling. Maybe the high-precision component manufacturing is one of the few angles on mobile internet explosion that still has some decent mileage in it. Tero

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