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To: Terrapin who wrote (1382)	3/28/2000 5:43:00 PM
From: Ron Bower	of 1418

Terrapin, I recently was reading an article on the growth of mobile phones. It stated that the highest growth on a percentage basis would be in Southeast Asia, mainly China, due to the lack of, poor quality, or outdated landlines systems. I suspect Deswell's customer will manufacturer for export, but is looking at the regional opportunities long term. I thought it a strange thing to put in the PR, but Mr. Lau states "we believe our productions cost is only about 40% of our competitors". That's a major advantage, more than enough to justify shipping costs into other markets. I doubt that anyone has an advantage on quality. Deswell is operating with the most modern, 'state of the art' mold design software, mold making machines, and presses. I didn't realize the mobile phones were that difficult to make. I suppose it's because there's so much technology put into such a small package that has to be very durable. FWIW, Ron

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To: Ron Bower who wrote (1384)	4/29/2000 12:48:00 PM
From: Ron Bower	of 1418

There's been supposition that the GSM customer is VTech, but there's a strong chance it's Kyocera. ***************** Kyocera Brand GSM Handset will be Marketed in Taiwan (This document was translated from the Japanese press release.) Since last year, Kyocera Corporation (President:Yasuo Nishiguchi) has been working to develop a market for GSM handsets in Southeast Asia. As the first step in this process, Kyocera has reached an agreement with Taiwan Cellular Corporation (TCC) <http://www.twngsm.com.tw/phone/index.htm>, communications operator in Taiwan, and Taiwan Tele-Shop Co.,Ltd.(TTS), the sales arm of TCC. It is through TCC that the TG200 GSM handset manufactured by Kyocera will go on sale from March 1 in Taiwan under the Kyocera brand name. Product name Kyocera GSM 900/1800 MHz Dual Band Handset Model number TG200 Availability date March 1, 2000 Sales target 200,000 units/year The TG200 GSM handset will be provided by Kyocera to the Taiwanese communications operator TCC, and marketed exclusively by TTS, the sales arm of TCC. At only 75 grams, the TG200 is the lightest Chinese-language-specification dual band mobile handset available in Taiwan, and the rest of the world for that matter. In addition, the TG200 incorporates many features developed by Kyocera for use in its mobile phone products for the Japanese market. Kyocera sees the sale of the TG200 in Taiwan as the beginning of a process that will eventually see it supplying GSM handsets to markets throughout Southeast Asia, including Hong Kong, China, Malaysia, Singapore and the Philippines.

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To: tero kuittinen who wrote (1383)	5/9/2000 12:00:00 PM
From: Terrapin	of 1418

Hi Tero, DSWL is about to start production of GSM handsets for "The Customer". The debate on the Yahoo! thread (posts 1353-1364) has been who it will be. Most think VTech which recently bought LU's handset division. Could you shed some light on this division (didn't it include manufacturing?) and the likelihood of VTech being "The Customer"? Also, what is the status of the Chinese GSM networks right now? DSWL is based in HK but the actual factories are on the mainland - one has to think that eventually DSWL will produce for this market. All in all this is a very exciting time for this little company! One issue that I wonder about is the dividend. It has been generous in the past but now that DSWL is expanding into high growth areas perhaps it will be redirected to growing the business. Their may be a transition period as shareholders readjust their portfolios to compensate. Just some thoughts, Terrapin

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To: Richard Barron who wrote (1391)	6/11/2000 1:07:00 PM
From: Ron Bower	of 1418

Richard, Been posting to Yahoo as this board has been so quiet. Miss the high quality discussions here. It isn't important to me as I'm in for the long haul, but I think we're all wondering. Can you explain the lack of market interest in DSWL? Last conversation with company couple of months ago. Jetcrown has a major expansion planned. Kwanasia lost Behringer but has been adding new customers and successfully marketing their own ODM products. Kwanta has been revamped with new machines and starting to grow business. Strong growth through the coming year. Most of this indicated in Mr. Lau's remarks in the current report. TIA, Ron

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To: Ron Bower who wrote (1392)	6/20/2000 12:17:00 PM
From: Terrapin	of 1418

Tuesday June 20, 10:02 am Eastern Time Company Press Release Deswell Industries, Inc. Announces Second Phase of Expansion for New Dongguan Plant HONG KONG--(BUSINESS WIRE)--June 20, 2000--Deswell Industries, Inc. (NASDAQ NM Symbol: DSWL - news) today announced that it has recently leased a 70,000 square foot factory that will increase Deswell's mold making capacity by approximately 40% in the first year and 100% 18 months after production commences in November 2000. The factory, which will be situated next to Deswell's new Dongguan facility, will house 35 sets of plastic injection molding machines and advanced mold making automation equipment. This major expansion will also include the introduction of a ``24 hour standard parts tool making automation line'' to better service customers. The total investment for this second phase of the Dongguan expansion will total approximately $5 million. The Company also announced that it is on track to commence production at the existing Dongguan facility in July 2000 as previously announced. Mr. Richard Lau, chief executive officer of Deswell, said, ``Upon completion of Phase I and II expansions, Deswell shall have a total of 80 sets of new injection molding machines in Dongguan this year. With the advanced technology and 24 hour automation, we anticipate substantial growth as we continue to expand our mold making division.'' Deswell manufactures injection-molded plastic parts and components, electronic products and subassemblies, and metallic products for original equipment manufacturers (``OEMs'') and contract manufacturers at its factories in the People's Republic of China. The Company produces a wide variety of plastic parts and components used in the manufacture of consumer and industrial products; printed circuit board assemblies using surface mount (``SMT''), and pin-through hole (``PHT'') interconnection technologies; and finished products such as telephones, telephone answering machines, sophisticated studio-quality audio equipment and computer peripherals. The Company's customers include Kyocera Mita Industrial Co. (H.K.) Limited, Epson Precision (H.K.) Ltd., Namtai Electronics (Shenzhen) Co. Ltd., Inter-Tel Incorporated, Vtech Communications Ltd. and Shakespeare (H.K.) Limited. To learn more about Deswell Industries, Inc., please visit the Company's web site at www.deswell.com

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