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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.660+5.2%Nov 17 3:44 PM EST

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To: kolo55 who wrote (779)6/2/1998 2:47:00 PM
From: Ron Bower  Read Replies (1) of 1418
 
Thread,

For those unfamiliar with him, Jess Beltz is a Asst. Professor of Finance at Hong Kong University of Science and Technology and I consider him a good source on the situation in SE Asia without the hype the media gives it. He has posted his views on the current situation and it's well worth reading.

exchange2000.com

Have been buying last couple of days. Had gotten Deswell down to 60% of equities and I'm now back up to 83.5% on today's price. It might be back to 100% again if the price keeps falling.

FWIW,
Ron
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