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Technology Stocks : Nam Tai Elec. (NTAI) -- Ignore unavailable to you. Want to Upgrade?

To: Allen Furlan who wrote (1280)	3/17/1998 6:42:00 PM
From: Mike A	Respond to of 1696

Has there ever been any dissemination of a strategic plan here? I don't think cash cows live forever?

To: Allen Furlan who wrote (1280)	3/17/1998 11:07:00 PM
From: Ron Bower	Read Replies (1) \| Respond to of 1696

Allen, Scan the two threads over the last 5-6 months and I think the difference between Deswell and Namtai will be obvious. Ron

To: Allen Furlan who wrote (1280)	3/18/1998 8:55:00 AM
From: mod	Respond to of 1696

Grasshopper, Nam Tai is the hare, and Deswell the turtle. There are periods of frantic activity when NTAIF soars ahead, but then the one-time injection of carrot extract runs out, and it collapses for a while. The steady, solid growth of Deswell's underlying business is more dependable and predictable. The race is not over, the hare may yet win (or it may drop dead of a heart attack before the finish line). The turtle, however, will get to the finish line and reward those who are patient. BTW, DSWLF has an OEM contract manufacturing part of their business that is growing faster then Nam Tai's, and makes more sophisticated products too (PBX switches, pro audio consoles, etc.). It is no longer just a supplier of plastic parts. Dennis ps: I thought the Japanese economy HAD crashed.....