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To: Dan Meleney who wrote (38128)	6/1/2010 9:29:31 AM
From: Walter Bagehot	Respond to of 78817

Re: DSWL Many thanks for these. I think Paul's point on the ease of setting up a new moulding plant to take market share is valid; however, I have seen success in "boring" industrial businesses before where hidden barriers to entry exist. I wonder whether DSWL has these, including technical specification of plastic compounds used for acoustic purposes, or similar entrenched positions where they would work more closely with customers at the design process than other commoditised businesses. Time to look in more detail (note to self - do this before I buy next time). Disclaimer - I have a small position in DSWL.