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

To: Ron Bower who wrote (781)6/2/1998 11:20:00 PM
From: Michael Burry  Respond to of 1418
 
It is ridiculous, indeed. I think Paul misunderstood me - I'm not complaining at all. In fact, I find this all very funny. Feels like last May when WHX was waiting to be plucked at 1/3 cash. Ok, it went from 7 to 5 1/2 (a 20% decline! Oh no!) but then it went to 17. I've looked at all the companies in my portfolio, seeking a sell candidate to put more money into Deswell. None pop up yet, but Deswell makes me ache with wanting it's so cheap. Makes me wonder why more of our friends from the value thread don't come over to this side of the woods.
Good investing,
Mike



To: Ron Bower who wrote (781)6/3/1998 12:35:00 AM
From: Shane M  Read Replies (1) | Respond to of 1418
 
Ron,

If you have access to the analyst's writeup, what kind of sales growth, margin, and tax rates (particularly) are used? The expected tax rate is a big question mark to me. TIA.

Shane


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