Deswell Industries (DSWL) Message Board

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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.630

-0.8%

Nov 28 9:30 AM EST

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To: Ron Bower who wrote (465)	2/20/1998 12:20:00 PM
From: kolo55	Read Replies (1) of 1418

Well. I mean very well. Even better: Des-well. A new term for upside earnings surprises. I was expecting in the 58-60 cent range fully diluted. I figured it would be hard to beat last year's blow-out DecQ. Instead based on a substantial improvement in margins, and a 5% sequential growth in revenues (over a strong SepQ), the company turns in 78 cents. It is clear that the company redeemed the warrants to raise cash for expansion. I had to go deep into margin to exercise my warrants and now have over 15,000 shares, but today I'm glad. I think the market is still digesting this report, and my guess is we break 20 relatively soon. Next Q though will probably see flat to down revenues (Chinese New Year), and flat sequential earnings at best. But they will still report at least $2.50 (fully diluted) for the fiscal year. I have no idea why the stock is trading this cheaply, unless people are simply just frightened out of Asian stocks. Hope to hear your comments on the report. Paul

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