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To: Brooks Jackson who wrote (1194)2/12/1999 5:01:00 PM
From: Ron Bower  Respond to of 1418
 
It's Kwanasia and Kwanta - note the 'minority interests and Mr. Lau's comments. 43% lower sales. The circuit board assembly business is really getting pressured.

Jetcrown appears to be compensating for the lower Mita and Namtai sales, possibly even growing - new mold machines.

JMHO,
Ron




To: Brooks Jackson who wrote (1194)2/12/1999 6:54:00 PM
From: Bobcat  Read Replies (1) | Respond to of 1418
 
"But meanwhile, it looks as though there is very little downside risk left. "

Are you kidding? This stock was selling for $6.00 a share within the last four months and that was before the reporting of this kind of earnings. I think there could be lots of downside risk left. I just hope we do not see it.


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