Deswell Industries (DSWL) Message Board

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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: tero kuittinen who wrote (1381)	3/28/2000 11:23:00 AM
From: Terrapin	Read Replies (2) of 1418

Tero! Good to see you here. "...high precision injection molding technology of Deswell - that's interesting, because this is one of the hot sectors in Scandinavia right now." That's interesting; I did not know that. How capable are they at competing on price? I do not have the numbers but my hunch is that the Chinese manufacturing would be cheaper. Scandinavia might have the edge on quality although Deswell appears to be on the forefront of Asian manufacturing. Ron may have more to say about this. Is geography a factor in this industry? Would one of the big European companies contract out their manufacturing as readily as, say, an American or Asian-based company? I am just trying to get a feel for who might be interested in using Deswell for GSM phones. Also, what makes them specify GSM? Is there something about GSM that requires specific design? Or could they go after another wireless technology? Sorry for the barage of questions. Deswell is a wonderfully managed company with a generous dividend that just might turn into a fabulous growth stock. Hope to hear from you again. Terrapin

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