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

To: Ron Bower who wrote (1289)	6/2/1999 12:33:00 PM
From: j rector	Read Replies (1) \| Respond to of 1418

Ron, I am trying to look into next year's crystal ball. I am not as bullish on DSWL as I was once. I love their cash position, but I am concerned about future growth. I thought that DSWL's manufacturing equipment insulated them from pricing pressures and competition somewhat. Doesn't seem like it based on their recent report. I guess the question is, when will the Asian overcapacity in the products that DSWL makes disappear. Unit sales are one thing, but if you don't make any money on the sales, who cares (that's why I'm not thrilled about the internet mania).