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To: Ron Bower who wrote (895)8/11/1998 1:15:00 PM
From: peter michaelson  Respond to of 1418
 
Bear says, I don't doubt Mr. Lau's honesty nor your assessment thereof.

Honest perception is often not truth however. People are sometimes loathe to recognize bad news.

But I'm not insisting here. Just trying to keep an open mind.

Peter



To: Ron Bower who wrote (895)8/11/1998 5:05:00 PM
From: j rector  Respond to of 1418
 
Now DSWLF has become my largest holding (just bought some
today at 12). What are we at, now, trailing PE of 4.5? Yield
of >10%? Even if growth drops to 10% for a year or two, the dividend
yield alone will be great.

j.



To: Ron Bower who wrote (895)8/11/1998 10:26:00 PM
From: Terrapin  Read Replies (1) | Respond to of 1418
 
This is just a shot in the dark but...

Did Mr. Lau say anything regarding the safety of the dividend considering the climate in Asia?

I know I've asked about this before and we've discussed it but I was just wondering if anything new was said.

Thanks - and great work,
John