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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.660-1.2%12:19 PM EST
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To: Ron Bower who wrote (713)5/6/1998 10:55:00 AM
From: j rector  Read Replies (1) of 1418
 
Ron,

One of my (new) concerns is:

Will DSWLF be forced to lower unit costs as NTAIF has done?
The decrease in NTAIF sales #'s has more to do with drops in
unit cost than in sales volume. I don't expect to see a drop
in DSWLF sales #'s but we may not see the new facilities reflected
as strongly in the sales figures as we may hope....

unless the unit costs for Jetcrown and Kwanasia can stay relatively
constant.

What do you (and others) think?
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