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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.714

+0.5%

3:31 PM EST

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To: kolo55 who wrote (254)	11/24/1997 2:37:00 PM
From: Ron Bower	Read Replies (1) of 1418

Paul, I spent some time trying to determine the extent of competition for plastics extrusion in China. There seems to be many companies in plastic products, but each has it's own market niche and I found none in direct competition with Deswell. The closest I came was a US based company with HK offices and a factory in China that has telephone cases listed as one of it's products and some electronic assembly. None into the combination of plastics, metal stamping, circuit board, and assembly or into Deswell's product mix. At this point, I get the impression they are all doing well in their own areas and competition between companies on specific products to be a future problem. Success will obviously depend on management and financial resources, strong assets for Deswell. However, there is competition in Taiwan and some other countries. A expected, price getting pounded because of problems in Japan. Another test of patience and wisdom. Today, warrants seem cheaper. For what it's worth, Ron

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