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Deswell Industries (DSWL)
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who wrote (
5/9/2000 12:00:00 PM
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,
who wrote (
5/9/2000 12:03:00 PM
Read Replies (1)
I just saw this line in your post:
"China would seem to be a very good choice - they're exporting mobile phones to other Asian countries from there, and the domestic GSM subscriber base should top 40 million this summer."
That takes care of one question already!
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