Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ron Bower who wrote (888)	8/11/1998 8:41:00 AM
From: Xiaoping Zhang	Respond to of 1418

Thank you for your timely information at this very critical moment of DSWLF investment. X.Z. 8/11

To: Ron Bower who wrote (888)	8/11/1998 10:01:00 AM
From: Richard Barron	Read Replies (1) \| Respond to of 1418

Ron, Thanks for the post about Mita. That's a big relief. I would have held anyway due to the strong cash position and the consistant steady performance despite terrible conditions in Asia. Now my stomach isn't aching so much. Richard

To: Ron Bower who wrote (888)	8/11/1998 12:06:00 PM
From: peter michaelson	Read Replies (1) \| Respond to of 1418

Ron: Please entertain the possibility that you do yourself a disservice by allowing yourself to take comfort re Mita. These are trying times in Asia. Usually, the bad news that's published is not the whole story. HK subsidiary is not financially isolated from Japan parent. MR. Lau has a vested interest in slanting the story, whether intentionally or not. One does well by listening to the facts, not the interpretation, e.g. receivables 'timing'. To compound matters, Mita has probably slanted its telling of the story to Mr. Lau. When Mita is not current, Deswell would be hard put to discontinue supplying to a 20% to 25% customer. I am not anti-Deswell at all, in fact I'm a potential buyer. But, as we all know, the skeptical investor is the profitable investor. Peter