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

To: Michael Burry who wrote (574)3/21/1998 12:08:00 AM
From: j rector  Read Replies (2) | Respond to of 1418
 
I would guess that the insiders sold right after earnings
and that the only selling pressure on the stock may come
from mo players that looked at the numbers and thought we
would have a high-volume rise to 30.

I like stocks that sell for the lowest possible multiple,
because when earnings continue to increase year over year,
the price has to go up.

Ron, given the new capacity for Kwanasia, have you recalculated
earnings for '98? Seems to me that $3.00 is quite low, and
it could be closer to $4.00.

Also, if anybody has this off the top of their head--what % of
DSWLF's sales are to companies that, in turn, sell substantially
into Asia?

j.



To: Michael Burry who wrote (574)3/21/1998 9:30:00 AM
From: Brooks Jackson  Respond to of 1418
 
Hmmmm. Perhaps I'll put my order in at 18 1/8, just to horn in ahead of you guys.

Seriously, I'm also thinking of adding some more shares next week, price TBD.


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