Deswell Industries (DSWL) Message Board

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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 (1232)	3/26/1999 8:27:00 AM
From: Ron Bower	Read Replies (1) of 1418

Mike, I'm with Paul - K&K are the drag on revs and earnings even though only 50% of total. As I get it, they only added (from memory) $160K last Q and this is getting close to a loss. Jetcrown seems to be doing well. I looked back and the best Q I found for Jetcrown was $12M revs, $2.9M earnings, supposedly operating around 75% of capacity. Do they see strength long term for Jetcrown as indicated by the buying of the new mold making machines? Share buyback? I don't care about price support - I think it's a good investment for the company. Namtai/Albatronics - benefits to Deswell? MITA!!!!! Situation on Mita and Kyocera? InterTel and Behringer. For Kwanasia revs to have fallen so much, these two must have lowered orders substantially. Got more, but it would get trivial. I added a little at $9.00, but have held off on more because I haven't seen any buy side strength and felt it might get lower. I may add today. My desired position is 1/3 above the amount I now have. Thanks for making the call, Ron

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