Profile for j rector
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Date Joined Feb 20 1996 User Level
Posts 1669 Boards Moderated0
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Personal Information
Company: uc-berkeley
Occupation/Title: assoc. prof.
Age: 38
Location: Ca.
College: Stanford
Degree: Ph.D.
Favorite Stocks: NTAI DSWL ELAMF ORCT PAIR HIHO RADA CLB BHI CSCO IBM T F
Investment Style: buy and hold (I wish I knew when to sell)
Investment Experience: 15
Interests and Hobbies: golf, jazz piano, powder skiing, good wine.
Quote: I wasted time and now doth time waste me (Richard II)
25 Most Recent SubjectsLast PostPosts
Deswell Industries (DSWL)05-02-00 12:40 AM 143
Radica Games (RADA)01-19-00 12:12 AM 233
XYBR - Xybernaut08-05-99 10:37 AM 3
Highway Holdings Ltd (HIHOF)11-06-98 11:07 PM 25
Elamex(ELAMF)06-05-98 02:40 PM 18
Nam Tai Elec. (NTAI)06-05-98 12:05 PM 126
PCTH Anyone think this can take off in 1998?!!05-01-98 01:32 PM 20
Stock Attack -- A Complete Analysis02-19-98 12:21 PM 2
Electronic Contract Manufacture (ECM) Sector01-12-98 11:03 PM 7
DESWELL - DSWLF(9.00) and DSWWF(1.25) - PE ratio - 6.501-06-98 05:59 PM 3
Amati investors12-29-97 10:11 PM 599
Westell WSTL12-21-97 10:09 PM 168
TAVA Technologies (TAVA-NASDAQ)12-14-97 09:27 PM 3
ACTM $100 Million Cable Modem Contract with MOT10-23-97 10:41 PM 5
PairGain Technologies10-08-97 06:08 PM 52
WSTL/AMTX -- The Unbeatable Combination10-05-97 12:07 PM 2
SMARTFLEX ALSO MEMBER OF THE IOMG FAMILY08-25-97 11:31 AM 2
Orckit (ORCT)07-23-97 02:47 PM 14
Aware, Inc. - Hot or cold IPO?07-10-97 04:40 PM 28
A Bet: How High Will the Networkers Go?05-15-97 10:47 AM 4
Networkers - Buy when BLOOD is running in the Street04-30-97 05:31 PM 1
Amati vs Westell, DMT vs CAP ADSL01-30-97 06:20 PM 125
Amati vs. Aware12-23-96 12:25 AM 28
Videoconferencing12-09-96 12:25 AM 3
Aware, Inc. - The Other Thread12-06-96 12:05 AM 3
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Posts by j rector
MessageSubjectRecsDate/Time (ET)
incredibly low interest in DSWL these days--6200 shares moves price over 1? looDeswell Industries (DSWL) 05/02/2000 12:40:00 AM
CMOS is a cheaper way to store digitial images I think. Glad to hear that theyDeswell Industries (DSWL) 03/11/2000 06:58:00 PM
thanks ron--hope they can pass those on to their clients. (my theory is that oDeswell Industries (DSWL) 03/09/2000 11:58:00 AM
ron, what % of Jetcrowns manufacturing costs are resin related? I seem to reDeswell Industries (DSWL) 03/08/2000 07:50:00 PM
thanks ron I wonder why they wouldnt just do all cash for kwanta. R&D expenseDeswell Industries (DSWL) 02/28/2000 12:19:00 PM
Ron, what if its in A/R? If its used and has been billed, could it have beenDeswell Industries (DSWL) 02/26/2000 12:05:00 PM
Ron, I, too was suprised/disappointed. The only thing that I can think of isDeswell Industries (DSWL) 02/25/2000 12:33:00 PM
Ron, Are you still looking for $.75? Seems like they have decided against acDeswell Industries (DSWL) 02/22/2000 12:46:00 PM
thanks Ron, Is the situation w/K&K improving because of market conditions, KDeswell Industries (DSWL) 01/19/2000 06:59:00 PM
Looks like most have left SI for Yahoo--any other chat rooms on RADA around? I Radica Games (RADA) 01/19/2000 12:12:00 AM
I am back in after an extended hiatus. Seems like most of the downside has alreRadica Games (RADA) 11/29/1999 01:49:00 PM
Hi gary, I've been out of RADA for a number of years, but have kept it on myRadica Games (RADA) 10/28/1999 12:59:00 AM
Thanks Ron--duh on the dividends! An interesting vignette from the report: Deswell Industries (DSWL) 08/16/1999 09:59:00 AM
Yes, I was quite suprised as well. given the strong margins and the growth in JDeswell Industries (DSWL) 08/14/1999 11:44:00 PM
I think the other good news is that margins haven't eroded any further--i wouldDeswell Industries (DSWL) 08/14/1999 10:44:00 AM
EPS, $.39. They have cash of $39 MM. Jetcrown will grow, but kwanasia needs 2-3Deswell Industries (DSWL) 08/13/1999 11:32:00 PM
WILL THEY BE FILING CHAPTER 11 NEXT QUARTER? I guess nobody on this message XYBR - Xybernaut 08/05/1999 10:37:00 AM
Cash: How much cash does XYBR have? I get about 1.5MM from Yahoo. It looks XYBR - Xybernaut 08/04/1999 12:06:00 PM
Comments from a lurker: dave, seems like the only thing XYBR has going for XYBR - Xybernaut 08/03/1999 01:25:00 PM
We can only hope. DSWL needs to put its cash to use. Sitting on cash worth Deswell Industries (DSWL) 06/24/1999 01:40:00 PM
Ron, who are Jetcrown's main competitors? TIA, j. Deswell Industries (DSWL) 06/08/1999 10:13:00 AM
Ron, I am trying to look into next year's crystal ball. I am not as bullishDeswell Industries (DSWL) 06/02/1999 12:33:00 PM
Armin, Do you know when DSWL goes ex-dividend? Deswell Industries (DSWL) 05/18/1999 03:35:00 PM
jmt, I really liked your post. A long time ago someone suggested that DSWL Deswell Industries (DSWL) 05/09/1999 10:55:00 AM
From recent news releases it appears: 1) in Feb, plastic molding was nearlyDeswell Industries (DSWL) 04/16/1999 11:38:00 AM
K&K earnings range from 5% to 25% of DSWL's total earnings. As Jetcrown expandDeswell Industries (DSWL) 04/16/1999 11:34:00 AM
Great minds (not necessarily profitable) think alike. Seems like Kwanasia is Deswell Industries (DSWL) 04/12/1999 10:55:00 PM
Ron, What I would really like to see is some indication of stability in clDeswell Industries (DSWL) 04/12/1999 01:17:00 PM
Based on what has happened to some of my other small caps who play the PR gamDeswell Industries (DSWL) 04/07/1999 10:46:00 PM
Ron, I wonder what the small cap HS stocks have done. With the proliferationDeswell Industries (DSWL) 04/07/1999 10:39:00 AM
Ron, Aren't there new incentives in China for foreign acquisitions? I agreeDeswell Industries (DSWL) 02/16/1999 12:58:00 PM
Ron, I was thinking the same thing (w/out the supporting evidence that youDeswell Industries (DSWL) 01/20/1999 11:21:00 PM
And somebody is also selling. Deswell Industries (DSWL) 01/20/1999 01:38:00 PM
Ron, How do you view earnings for 1Q and 2Q? As I understand it, sales to MiDeswell Industries (DSWL) 01/09/1999 09:01:00 PM
I was buying last week, too, and have convinced myself that the key to (me) oDeswell Industries (DSWL) 01/03/1999 09:28:00 PM
Ron, When do you think corporate buybacks will kick in? My guess is aroundDeswell Industries (DSWL) 12/17/1998 11:45:00 AM
I was thinking of starting a Doctor's contrarian fund. Just short whatever M.Deswell Industries (DSWL) 12/02/1998 09:56:00 PM
Did anybody read the recent Barrons? Several fund managers were interviewedDeswell Industries (DSWL) 12/01/1998 09:56:00 PM
>>Book value now is $11.56 compared to $10.39 this time last year. BoDeswell Industries (DSWL) 11/10/1998 07:26:00 PM
Dennis, Ron, I totally agree, but HIHOF just doesnt have enough volume. ItHighway Holdings Ltd (HIHOF) 11/06/1998 11:07:00 PM
Bobcat, If you examine the historical PE of DSWLF, other than the last fewDeswell Industries (DSWL) 11/05/1998 12:04:00 PM
Paul, Dennis, Ron, Ron, perhaps the next time that you talk to Mr Lau, you Deswell Industries (DSWL) 10/27/1998 11:01:00 AM
Did we have anything to do w/it? Deswell Industries (DSWL) 10/16/1998 12:09:00 PM
thanks for the USA today summary, Dennis. Explanations for the President's Radica Games (RADA) 10/15/1998 11:17:00 PM
I have been off the thread for months--can anyone give a concise summary of rRadica Games (RADA) 10/15/1998 10:35:00 PM
Ron and All, I have given up trying to explain the drop in DSWLF share priDeswell Industries (DSWL) 10/14/1998 12:41:00 AM
Dennis, Dividend will be 25-35% of earnings depending on such things as casDeswell Industries (DSWL) 10/13/1998 12:28:00 PM
Dennis, instead of DSWLF buying HIHOF, why not the other way around? curreDeswell Industries (DSWL) 10/13/1998 02:15:00 AM
Paul S.'s comments. I agree with them all--no sponsorship is a big deal nowDeswell Industries (DSWL) 10/12/1998 12:48:00 PM
Ron, If there are great opportunities like this, why not borrow should an Deswell Industries (DSWL) 10/12/1998 12:41:00 PM

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