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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.510+0.3%Nov 13 3:59 PM EST

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To: Michael Burry who wrote (332)12/15/1997 12:21:00 PM
From: Ron Bower  Read Replies (1) of 1418
 
Mike,

I had been having concerns after you made your post about talking with the companies and getting bad info. I am now comforted in that Mr. Lau has made the more optimistic comments official in the PR. In fact, this is the most optimistic statement I've seen from him. He normally makes fairly flat comments about how things are going. I think they have gotten some very nice contracts that run well into '98.

Added more warrants and went over the $20K additional I had decided to buy. Still trying to get averaged down. I blew it on the stock as it dipped back to 16-5/8. Oh well, buy too high, sell too low. Seems to be the way I play the game.

LOL,
Ron
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