Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ron Bower who wrote (434)	2/1/1998 4:21:00 PM
From: j rector	Read Replies (1) \| Respond to of 1418

>>but the last earnings report indicated that margins would be lower due to the added assembly work. (more labor intensive). I think this would account for his statement of 'much higher revs'. I don't expect this to have a big margin impact as it's not a major portion of the business. Perhaps a decline of 1% or so and this still makes it very high. So I assume: 1) Margins are not going to be materially affected by Asian flu. 2) much higher rev's balanced by lower margins indicates earnings growth should continue at about the same pace as the past. Have fun, j.