Deswell Industries (DSWL) Message Board

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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.500

+0.7%

Nov 11 3:59 PM EST

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To: P. Ramamoorthy who wrote (364)	1/11/1998 11:49:00 PM
From: Ron Bower	Read Replies (1) of 1418

No posts for a week so I gotta- Recent observations. Deswell has shown market strength over last few days. A lot of shares have hit the market but buyers ready to pick up at bargain prices. Deswell's emphasis will be on telecom equipment, primarily into US. Telecom is to have huge growth over next 10-20 years. Kwanasia subsidiary now has InterTel has primary customer, a change from when I went to Web page earlier. NamTai isn't listed. Undercapitalized Asian companies have major problems as interest rates excalate to prop up currencies and banks having money pulled out. Existing loans being rewritten at higher rates. This will offset, to an extent, lower costs from devaluation of currency. I no longer think Deswell will buy back warrants because of tight bank money policies. They won't call, but keep in reserve in case they need it and let the warrants run full term. Still optimistic about the Q and year, Ron

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