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

To: Ron Bower who wrote (1251)4/16/1999 9:59:00 AM
From: William G. Foley  Read Replies (1) | Respond to of 1418
 
I've been lurking on the thread for a while, and couldn't resist the current price...jumped in yesterday!

I doubt they would spend to expand unless they had some visibility to future prospects.



To: Ron Bower who wrote (1251)4/16/1999 11:34:00 AM
From: j rector  Respond to of 1418
 
K&K earnings range from 5% to 25% of DSWL's total earnings.
As Jetcrown expands, the % should drop (assuming K&K doesnt
get some major new orders (unlikely in current supply situation)).

I guess what I am saying is that K&K is slowly becoming irrelevant
to DSWL's bottom line. So DSWL=jetcrown. I see any news re jetcrown
to be very important.


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