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

To: Ron Bower who wrote (569)	3/20/1998 12:44:00 AM
From: j rector	Respond to of 1418

Hi Ron, I hope you are right re DSWLF buying opportunity-- I'd like to get some more below 20. However, if you and Richard are correct, it seems that the days of $20 should be over once the dividend is raised. I can't imagine a payout of 7%. j.

To: Ron Bower who wrote (569)	3/20/1998 1:05:00 AM
From: Michael Burry	Read Replies (1) \| Respond to of 1418

Am I missing something? 3 insiders file to sell an insignificant amount of their holdings (maybe they want to buy up some cheap real estate with their US dollars), they announce 200,000 SF of production capacity that will necessarily be on-line in just six months, they have continued to build cash and be hugely profitable in the face of the crisis, there is nice dividend protection, and the stock is just sitting there. Ron, why'd you sell at 21? I'm holding on for fear of missing the day or month someone big realizes what's going on here. There is no opportunity like this in the States. If I were only slightly less rational, I'd be putting half my portfolio in the stock rather than capping it at 12.5%. Mike