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Technology Stocks : Deswell Industries (DSWL)

DSWL 3.420

+4.0%

11:36 AM EST

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To: Michael Burry who wrote (1227)	3/16/1999 10:50:00 AM
From: Ron Bower	of 1418

Mike, While the big news is the DOW hitting 10,000, no one seems to be noticing that the HangSeng is near 11,000 - up from 6400. As I read various news articles, there's an optimism in Asia that they've passed the bottom and the economies are improving. IMO the selling the last few days is giving up on Deswell along with all of the anti-China sentiment in the news. As one post said - "they don't have Monica anymore". Thinking about earnings this past Q. If they average .39 per Q = $1.56. That would be a PE under 6 on current price or a 17% ROI. At BV and well under actual value, if that's the downside, beats most anything I'm seeing out there. I am hoping for continued weakness in price as I have some recent buys that I want to play out before I buy more. I'm watching the volume and will jump if I think it's going to move. FWIW, Ron

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