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

To: James R. who wrote (600)	3/31/1998 10:41:00 PM
From: mod	Respond to of 1418

James, I prefer the long dissertation, myself. As much detail as possible. Welcome to the thread, hope you decide to join SI, we can use more posters in this thread and HIHOF too. Dennis

To: James R. who wrote (600)	3/31/1998 11:23:00 PM
From: j rector	Respond to of 1418

Hi James, I second Dennis' comments. I'd love a long dissertation--the longer the better.

To: James R. who wrote (600)	3/31/1998 11:28:00 PM
From: j rector	Read Replies (1) \| Respond to of 1418

James, Here is a question excerpted from one of Ron's posts: The more general question -- how they manage to make 45% margins in assembly operations --which are supposed to be low margin, competitive businesses just like plastic injection molding -- is still of interest. One of my main fears about DSWLF (really Kwanasia) is that their margins will erode with time as clients look for cheaper assembly. I know that DSWLF is known for high-quality work, but how do they pull it off?