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

To: David Seltzer who wrote (293)	12/2/1997 10:09:00 AM
From: Ron Bower	Respond to of 1418

All, My phone problems were my own mistakes, but it was interesting speaking to a Mr. Lau that barely spoke english (I thought this strange), then finding out that I had a wrong number. I asked if he was Mr. Lau and he was, then he kept saying "yes" to questions because he didn't understand what I was saying. Frustrating then, funny now. I've added your input to my list. I intend to present myself as calling on behalf of an investment group with individual holdings in the vicinity of 50K shares and influencing far more. Reason for my call is the analyst lowering the rating. Only embarrassment would be them are following this list. But - If they are following the list, he should know who I am. Not a lot to lose but price of a call at midnight. If I can get ahold of him will be interesting no matter what I get out of it. The secretary(?) I talked with was very courteous and knew the reason for my call, even giving me the China # to get ahold of him at the factory. With only one analyst following the company, I think he might be forthcoming. Ron

To: David Seltzer who wrote (293)	12/3/1997 2:19:00 AM
From: Ron Bower	Respond to of 1418

Thread, I know you are all interested in my talk with Mr. Lau. It's very late and I must get to bed. I talked with him for about 20 minutes, he was very courteous and willing to talk with me, even telling me to call him anytime that I might have concerns. He was hard to get ahold of, but it was worth it. For now - don't even think of selling. Will post more in the morning. Office will have to do without me for a few hours. Ron

To: David Seltzer who wrote (293)	12/7/1997 11:41:00 PM
From: Ron Bower	Respond to of 1418

All, Just reading a report on Reuters and thought I'd pass it along. Apparently the PRC agency controlling the various companies that are in the process of being privatized made a major decision in September that can effect Deswell. The crux of the decision is that the PRC will put extra support behind their largest companies (the Fortunate 500). The plans are to make them even larger thru mergers, give them more favorable bank loans, fewer restrictions, etc. They plan to bail out of the smaller companies and let them sink or swim as they can. The projections are that many of these companies lack the ability to operate without State support and will fail. Their only real salvation might be foreign investment or acquisition by other, more successful companies. I visualize many small, undercapitalized companies without management expertise looking for both monies and guidance. Reading the article, I immediately thought of a company that has an excellent operational ability and financial expertise, with a track record of investing in two small companies with excellent results? Put this with the financial problems of some Japanese and South Korean companies that have invested in China. The opportunities seem endless. For what it's worth, Ron David - Mr. Koo paying compounded interest on a margin account against the risk of stagnant prices?