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

To: Michael Burry who wrote (591)	3/25/1998 1:01:00 PM
From: Ron Bower	Respond to of 1418

Mike, I also halve down at a point, but feel it would be a mistake for Deswell. At 60% of my holdings, I should reduce, but I sincerely believe it will be over 40 by end of the year and I don't want to kicking myself for selling any of it. I'm sour on ELAMF. If you'll look back thru the thread you'll find that I was once hot on it. They have fantastic potential that they can't seem to take advantage of. They make too many optimistic projections and too many excuses when they don't perform. I follow it closely, but they aren't doing anything yet that would change my mind. LOL, Ron

To: Michael Burry who wrote (591)	3/25/1998 2:48:00 PM
From: Ron Bower	Read Replies (1) \| Respond to of 1418

Mike, Meant to comment on the last part of your post - buy any stock that ends in 'F'. I had the same thought a couple of weeks ago. There's 146 'F' stocks in NASDAQ. Over the last 10 days or so I ran thru every one of them. Didn't take long to narrow it down to 11, 4 I already owned and 3 I owned and still follow. Of the remaining 5, I rejected 4. I bought TSEMF @ 11.00 this morning. You might take a look at it. It was mentioned on 'Value' but hasn't gotten much attention. For what it's worth, Ron