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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.695-3.5%3:59 PM EST

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To: Richard Barron who wrote (231)11/13/1997 12:56:00 PM
From: kolo55  Read Replies (2) of 1418
 
Hello Richard. Glad to see you back posting here.

In fact I'm starting to see some good names popping up on this thread; people who I respect their analysis and opinions. If only I had listened to some on Nam Tai, I'd be much better off today.

By my analysis, Deswell looks very undervalued here. The Q report looked very good. I think the stock dropped in sympathy to Nam Tai and the HK and Chinese market sell-offs. This is a case of throwing the baby out with the bathwater. I have a pretty large position in Deswell, mostly bought in the last several weeks.

Well, when people like you, David Seltzer, Ron Bower, and Micheal Burry show up on a thread, this is a good sign.

Good luck all,
Paul
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