Deswell Industries (DSWL) | Stock Discussion Forums

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Technology Stocks
Deswell Industries (DSWL)

An SI Board Since January 1997

Posts	SubjectMarks	Bans	Symbol
1418	20	0	DSWL

Emcee: thomas reifenheiser	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
793	Ron, Here is how I (personally) would value it. Over a 5-10 year period, retu	j rector	-	6/5/1998
792	j, Want your opinion (others welcome). I know you as a value investor that thi	Ron Bower	-	6/5/1998
791	Victor, I have more confidence in DSWLF than HK as a whole. It's a pretty	Zach E.	-	6/5/1998
790	My theory on DSWLF's stock price: Closely tied (for better or worse) to A	j rector	-	6/5/1998
789	j, I believe the Namtai sales were in $HK as were some other smaller accounts.	Ron Bower	-	6/5/1998
788	maybe I'm being obtuse, but I thought that the HK economy had a negligible	j rector	-	6/5/1998
787	To the thread--I just started looking at Deswell after it showed up in a stock	Gary T. Richards	-	6/4/1998
786	Zach, you really got confidence in HK's economy, don't you? Victor	victor pan	-	6/4/1998
785	Picked up more today at 17 1/2. Just wanted to warn you all so you won't be	Zach E.	-	6/4/1998
784	shane, No info, just noticed the change from Zack's. Taxes - expect even	Ron Bower	-	6/3/1998
783	Ron, If you have access to the analyst's writeup, what kind of sales growt	Shane M	-	6/3/1998
782	It <i>is</i> ridiculous, indeed. I think Paul misunderstood me - I&	Michael Burry	-	6/2/1998
781	Note that our one analyst has not changed the 'Buy' rating on Deswell b	Ron Bower	-	6/2/1998
780	Thread, For those unfamiliar with him, Jess Beltz is a Asst. Professor of Fina	Ron Bower	-	6/2/1998
779	This is one of my largest holdings. My other large holdings include Flextronic	kolo55	-	6/2/1998
778	Shane, I got absolutely killed today. I lost 3% in just one day. And there'	Michael Burry	-	6/1/1998
777	Welp, I bought some more at the open and the stock drops 5%. I'll try to	Shane M	-	6/1/1998
776	Thread, It has bothered me that the report gave no indicator of current activi	Ron Bower	-	6/1/1998
775	Ron and Paul, Thanks. Based on thread input I will lower top line growth goin	Shane M	-	5/30/1998
774	j, "I'm perfectly willing to wait 4-5 years for my 150% return."	Ron Bower	-	5/30/1998
773	Ron, I think you're right on with the float increase. 1.2 MM shares is a	j rector	-	5/30/1998
772	This is the way I see it. The company has traded in the same range for 18 mont	Beachside Bill	-	5/29/1998
771	Some thoughts I put together last night. I'm usually the one of the more op	Ron Bower	-	5/29/1998
770	Looks about right- but check top line revenue growth. You have revenues growin	kolo55	-	5/29/1998
769	I may be over optimistic but I don't think so. Will take profits just belo	Beachside Bill	-	5/29/1998

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