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

To: Ron Bower who wrote (1110)	11/9/1998 7:05:00 PM
From: mod	Read Replies (1) \| Respond to of 1418

Ron, Cash up $8 million from the last quarter! Increased interim dividend by 10% to .33, plus an assumed minimum final dividend of .50 (same as this year not counting the extra .25 special) means we get a handsome 6.4% yield while waiting for business to pick up. They could make zero profit for the next 5 years and STILL keep paying their dividends during that time. With the announced 500,000 share buyback, and the ample capability for more, I agree with Paul that the downside is limited. And they have the capacity in place for growth when it returns. Dennis

To: Ron Bower who wrote (1110)	11/10/1998 10:21:00 PM
From: Richard Barron	Read Replies (1) \| Respond to of 1418

Ron, Earnings report was fantastic consider the sales weakness. I'm curious as to how the SG&A was down more than 30% from the previous year and more than 20% from the previous quarter. I wonder... Other than this, I don't have any concerns. I'm sure they will suffer some more due to Asia, but am confident that earnings should be over $3.00 by 2000 or 2001 if Asia recovers. Did you find anything else about these #'s yet? Richard