Deswell Industries (DSWL) Message Board

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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.410

+3.6%

Nov 5 3:58 PM EST

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To: mod who wrote (1183)	2/2/1999 12:35:00 PM
From: Ron Bower	Read Replies (1) of 1418

This is IMO great news. As I read it, Deswell has the need for more precision mold making capacity. In the past they have relied on a limited number of products with a short list of customers and the mold making requirements were lower. The purchase of these machines indicates IMO that they are adjusting to the economic conditions by going after smaller orders where very high quality is needed. This should be a high margin strategy. They have always had order visibility that justified the capital expenditures. It isn't likely that the products to InterTel and Behringer have made major changes. It might be expanded orders from Mita and Namtai, but I thnk it's new customers. This is a very positive PR. JMHO, Ron

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