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


To: Ron Bower who wrote (675)4/20/1998 5:22:00 PM
From: j rector  Read Replies (2) | Respond to of 1418
 
>>FLEXF is selling at over 30x '98 projected PE, Deswell about 8x, yet they have very similar projected growth rates.

I have followed Paul's posts in the FLEXF thread and I bought a
little, but even w/FLEXF's current growth plans, I think it is
fairly valued somewhere between 50 and 55. To me, DSWLF's fair
value is about $40 or 100% higher than its current value.

Paul, what do you think about the relative valuation?



To: Ron Bower who wrote (675)4/22/1998 5:26:00 PM
From: Vic Olson  Read Replies (1) | Respond to of 1418
 
Ron,

You mentioned in your post that analysts are visiting Deswell this week. Do you know how many analysts? Or which ones? When will the tour/visit end?