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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.830

-5.7%

3:55 PM EST

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To: David Seltzer who wrote (244)	11/24/1997 9:37:00 AM
From: Ron Bower	Read Replies (1) of 1418

David, Have been trying to evaluate the potential impact on profits of DSWLF and NTAIF from the mess in some SE Asian countries. From what I'm reading, those with heavy debt will have major problems. Nothing much is said about those with large amounts of cash. In the early '80s, we had similar problems (to a lesser scale) in the US. The companies with high debt had problems, the companies with big cash reserves prospered, often acquiring debt ridden companies at bargain prices. IYO, Is the current situation one of opportunities or problems for the two companies? Also, the problems will inhibit monies from US investors into the region. Could this also be to their benefit? What, IYO, is likely to happen to revs and margins? One thing likely, we'll be looking at weak pricing for the next few(?) months. Thanx, Ron

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