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

To: Terrapin who wrote (873)	8/5/1998 9:40:00 PM
From: Ron Bower	Read Replies (1) \| Respond to of 1418

John, Last first - I am making no projections on this report. Too many variables. I expect Jetcrown and Kwanta to do well, Kwanasia to be weak. How well and how weak? Jetcrown has the strongest margins and is 100% to Deswell, Kwanasia 51%, and Kwanta around 35% so they can show weak rev growth and still have good earnings if the scenario I envision plays out. I have heard something that makes me believe they are open to acquisitions and have been looking, but it wasn't something I can verify so I haven't posted. As to the yuan devaluation, I may be wrong, but everything I have been reading indicates, IMO, that it will not happen. You might scan thru the Asia Forum and Hong Kong threads if you are interested because both threads had long discussions on it. To show you how right I am about things, look at the price of Deswell. Respect for my opinion should be relative to yen value. FWIW (in yen), Ron