Deswell Industries (DSWL) Message Board

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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.480

-0.9%

Nov 14 9:30 AM EST

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To: Ron Bower who wrote (328)	12/13/1997 2:03:00 PM
From: j rector	Read Replies (1) of 1418

Ron, NTAIF is sitting on more than 100 MM US and market cap is 180 MM. I didnt see NTAIF's SCFP, but my guess is they're generating ~12MM/quarter in cash. W/out exercise of warrants and w/out acquisition they'll have 200 MM in cash w/in 2 years at this pace. DSWLF is in a similar, but smaller position. I feel better re DSWLF's management but NTAIF simply has too good a balance sheet in the current Asian climate to ignore. I am really beginning to be of the opinion that both NTAIF's and DSWLF's warrants will never be called--they'll be used as insurance and emergency cash. All IMHO. j.

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