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

To: David Seltzer who wrote (213)	11/7/1997 10:59:00 AM
From: Ron Bower	Read Replies (1) \| Respond to of 1418

David & Paul, With NTAIF's poor earnings report, any further thoughts on Deswell? The NTAIF report really shocked me. Far weaker than I expected and it gives me concerns about Deswell that I hadn't had. The NTAIF report couldn't have come on a worse day with Asia markets falling. It will only add fuel to the anti-Asian stocks and DSWLF will be weak as a result. I will continue to hold. Just wanting to make sure I'm not lying to myself about the value of the company. For what it's worth, Ron