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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.690-0.4%Nov 26 3:50 PM EST

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To: j rector who wrote (185)10/12/1997 1:06:00 AM
From: Ron Bower   of 1418
 
j,

Beats me. The whole Namtai thing likely simple, but I sure can't figure it out. Just like I can't figure out the run up AFTER the ex-offering date. Too confusing so I soldout and put it all in DSWLF.

If they are interested in DSWLF, why were they selling part of the DSWLF stock they owned just six months ago?

I saw Namtai selling around 18 PE full dilution after the offering, yet DSWLF is just a little over 10. Namtai has shown inconsistent growth, but DSWLF has been as steady as can be. There's no games with DSWLF. Just a company doing a good job of making profits, showing excellent growth, and sharing the profits with shareholders in increasing dividends. If this were a US company, the stock would be at 40 or more.

I'm at home and the insider site is on my work computer. I'll post it Monday.

Ron
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