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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.660-0.9%11:27 AM EST

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To: mod who wrote (755)5/28/1998 8:35:00 AM
From: Ron Bower  Read Replies (2) of 1418
 
Dennis,

You have info that isn't yet available to many of us. I'm sure we'll soon get it, but would appreciate your posting post some highlights if you have time.

I find the rev breakdown excellent and it explains a lot of what's happened. We seem to have a booming plastics business (we own 100%), good growth in the metal stamping (35%), and a weak market for the highly competitive circuit board production and assembly work (50.1%). They've shown 34% growth for Jetcrown in spite of lower sales thru Kwanasia. This means they must have replaced these sales with new customers. The lower Kwanasia revs appears temporary as they are expanding operations to increase capacity.

TIA,
Ron
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