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

To: Ron Bower who wrote (242)	11/14/1997 11:46:00 AM
From: Richard Barron	Respond to of 1418

Ron, You appear to be a great researcher to me. INVN is a good company in a very cyclical industry. With most of it's business coming for 1 customer who can order erratically, the stock is being punished as if sales will drop off almost completely. It's too risky for my blood, unless the price drops to 3 or 4. BARR is a similar company if you like this kind. For some stocks with about 100% sales growth and P/E's below 20 based on the last few quarters earnings, check out ADVH, MODT, NMGC,and QGLY DHSM, ESCMF are about 25 P/E's based on recent history and TDDDF announced a working arrangement with INTL. TDDDF had a slowdown due to a transition from one generation of their product to the next. Richard

To: Ron Bower who wrote (242)	11/14/1997 2:19:00 PM
From: David Seltzer	Read Replies (2) \| Respond to of 1418

Ron,off topic on invn I did some research on this firm at least 6 months ago.The last time I looked the machine was slow which meant that airline passengers might get inpatient waiting for their bags to be checked.In addition, the machine was quite expensive in comparison to the competition(1 million per machine).At the time INVN machines were the only ones approved by the FAA.Has this changed? Obviously,there is a limited market for these machines.Also,check out exactly what the machines can and cannot detect. Let me know what you find out. David