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


To: Ron Bower who wrote (1179)2/1/1999 9:36:00 AM
From: Richard Barron  Read Replies (1) | Respond to of 1418
 
Ron,
I feel the biggest fear with Deswell is the huge risk of having so few customers. As such, if MITA of Hong Kong cuts the business by 50% and Deswell can produce .45 or more of earnings, I will be willing to take such risks and add to my long term position under 14. If earnings drop below .35, then this is a legitimate reason to have such a low P/E for the stock.
Richard