Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Deswell Industries (DSWL) -- Ignore unavailable to you. Want to Upgrade?

To: E. Graphs who wrote (1333)	11/4/1999 12:28:00 PM
From: Ron Bower	Read Replies (1) \| Respond to of 1418

I read the ML report. It named only one company I'm familiar with - ZNDT. ML isn't listed as a MM and as far as I know, they don't cover Deswell (or any other brokerage). I'm sure they know about it and like it, but the float is too small. RE- major movement with few shares traded. Now that ML has gone 'bullish' on HK/China, the rest of the herd should follow. Late to the party IMO as the indicators for improvement have been there for the last few months. Been thinking about Deswell's opportunities for growth. Jetcrown is located in Shenzchen. This area is loaded with ECMs like Flextronics, DII Group, Namtai, and others in addition to factories of companies like Mita, VTech, and Epson. The number of companies continues to grow because of strong local government support. Some of the companies have their own plastics divisions, but many of the companies sub the plastics out because of the high equipment costs and a shortage of personnel with the expertise required to produce high quality plastics products. Deswell's potential for growth should be very high. I look for them to be adding more new customers. FWIW, Ron