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: mod who wrote (1107)	11/9/1998 1:29:00 PM
From: Zach E.	Read Replies (1) \| Respond to of 1418

Earnings look pretty good from what was written in the Yahoo blurb. Not sure why people would sell on this (although I guess Deswell has been up a fair amount lately). I'm especially encouraged that they were able to decrease SG&A expenses. Zach

To: mod who wrote (1107)	11/9/1998 3:52:00 PM
From: kolo55	Respond to of 1418

The stock is down today after the earnings. Looks like the run-up ocurred ahead of earnings for this stock this time. Will the stock drop to 10? I don't think it will happen. In fact, I see the new "floor" at 12-13. The Mita news caused the drop below that level, and now the Mita news is in the stock price. BTW, the weakness this last quarter was at Kwanasia. Jetcrown continues to grow. Isn't Mita a Jetcrown customer? So we probably will see a sequential drop in Jetcrown revenues? But if Kwanasia finally gets some new business in, and sees growth from their other customers, the DecQ may not be as poor as feared when the Mita announcement was made in September. For someone like me, who would prefer to buy and hold long term, I will keep occasionally picking up shares. I bought some today. Paul