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Technology Stocks : Deswell Industries (DSWL)
DSWL 3.290-4.2%Nov 4 3:59 PM EST

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To: Ron Bower who wrote (1278)5/11/1999 8:21:00 AM
From: Terrapin  Read Replies (1) of 1418
 
Hi Ron,

I am pleased also. Unfortunately, I am reduced to inferring price movements from macro-political events. This company generates so little news but at what it does generate is usually very good <g>.

IMHO, the Chinese government will use this event as a counterpoint to U.S. claims of human rights abuses, trade violations, and weapons shipments but nothing more. This explains the government-sponsored hostility among the people and the refusal of the government-run media to broadcast any of NATO's profuse apologies. IMHO the Chinese reaction to these events warrants analysis as to the growing influence of this enormous nation on the world stage. Thus far it has been a political reaction so the business community may rest easy.

Thanks for the Namtai results - I am sure that this had a more direct effect on the price movement than anything else. The thread benefits greatly from your posts.

John
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