SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Deswell Industries (DSWL)
DSWL 3.480-0.9%Nov 14 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael Burry who wrote (321)12/12/1997 2:51:00 PM
From: kolo55  Read Replies (2) of 1418
 
I sold some Nam Tai to buy Deswell.

When Deswell drops below Nam Tai's stock price, I will roll some over. Managed to do a bit today, before they raised the ask on Deswell. I still think both stocks will do well, since they have lots of cash, and access to US capital markets. I agree that this just negative Asian psychology playing itself out.

If Deswell matches or beats Sep Q earnings of 60 cents, even though the EPS won't be much higher than last year's blow-out Dec Q earnings of 59 cents, this stock is headed higher.

Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News