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

To: David Seltzer who wrote (244)	11/16/1997 11:06:00 PM
From: Ron Bower	Read Replies (1) \| Respond to of 1418

David & Richard, Out of town and missed Friday's market action. Surprised at the volume on Deswell and that, with so much volume, so little price movement. The warrants weren't traded, so the share sell off isn't over yet. Would like to see it get down to investor trading only. VIP - Not only has FMR put more money in, but Arnhold/Bletchroeder (whoever they are) just initiated coverage with a Buy. I've probably passed up another winner. Looked at INVN - doesn't meet what I want and I'm passing on it also. For what it's worth, Ron

To: David Seltzer who wrote (244)	11/24/1997 9:37:00 AM
From: Ron Bower	Read Replies (1) \| Respond to of 1418

David, Have been trying to evaluate the potential impact on profits of DSWLF and NTAIF from the mess in some SE Asian countries. From what I'm reading, those with heavy debt will have major problems. Nothing much is said about those with large amounts of cash. In the early '80s, we had similar problems (to a lesser scale) in the US. The companies with high debt had problems, the companies with big cash reserves prospered, often acquiring debt ridden companies at bargain prices. IYO, Is the current situation one of opportunities or problems for the two companies? Also, the problems will inhibit monies from US investors into the region. Could this also be to their benefit? What, IYO, is likely to happen to revs and margins? One thing likely, we'll be looking at weak pricing for the next few(?) months. Thanx, Ron