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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.714

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3:31 PM EST

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To: Ron Bower who wrote (554)	3/19/1998 10:20:00 PM
From: Shane M	Read Replies (1) of 1418

Ron, I have been following the discussion on the "BLOOD" thread. Thanks for going over there and expressing your views. It really is one of the most insightful Asia analyses that I've seen anywhere. As an outsider trying to gauge sentiment, I get the distinct impression that Asia's woe's are gradually beginning to be realized. It's almost as if "eyes are being opened" to what a vital cog Asia is to the global machine and the leverage Asian problems can exert outside the region. The February economic report revealing slowing industrial production in the U.S. shows this and notice is being taken. Based on what I've read, I still don't think the market has fully discounted Asia, and am looking for better buying opportunities as more and more companies begin to pre-announce slower growth because of this. Shane

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