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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.720+2.5%Dec 1 3:59 PM EST

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To: j rector who wrote (447)2/13/1998 11:16:00 AM
From: Ron Bower  Read Replies (2) of 1418
 
j,

ECM sector - Deswell is almost never mentioned when ECM companies are listed? There's only one analyst that issues any coverage and that's minimal. It's too small for the Funds.

It's a sleeper, but one of these days.....

IMO, for everything that's happened, Deswell has been doing fine. It dropped from 26 to 15, but the entire ECM sector dropped, very few of them Asian based, and none of them with the added situations of the Namtai selloff and warrant call. When the dust settles (next week), we can get to actual values based on the company financials and performance. I don't see any ECMs with better stats.

For what it's worth,
Ron
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