SI
SI
discoversearch

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: Bigpoppabass who wrote (500)2/24/1998 1:18:00 AM
From: j rector  Respond to of 1418
 
My David Letterman list of why DSWLF doesnt trade at growth rate:

Lets start with a Price of 50 (growth rate ~ price)
1) Its in ASIA (-25%)
2) Its a micro cap (-25%)
3) It has operations in China (-25% for political inst.)
4) It doesnt pay US corporate Tax rates (-25%).

Get us just about to 20.

Iff the asian flu gets some meds, Iff the small caps rally,
Iff China has awhile more of political stability, and if they
don't change the corporate tax structure substantially, I see
no reason why DSWLF can't go to 50.



To: Bigpoppabass who wrote (500)2/24/1998 3:43:00 AM
From: P. Ramamoorthy  Read Replies (1) | Respond to of 1418
 
Asian connection (Chinese or Hong Kong) does seem to have an effect on the respect received on the street. Charts of two companies (one US and another Asian) with the same P/E will show the difference. Ram