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Technology Stocks : HDCO - Why sudden dip?
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To: James Burke who wrote (397)3/18/1998 5:11:00 PM
From: Douglas V. Fant   of 572
 
James, Agreed it may go lower- but it's a rational bet at this level for a value investor- we are at the last four months or so's support level. If you look at HDC's customers, then you will see that HDCO derives 32% of its revenues from computing companies including Compaq (that part is currently bad as Compaq moves excess inventory), but also 34% of its revenue from telecommunications- Lucent, Northern Telecomm, etc.

HDCO is as much a bet on telecommunications as it is the boxmakers....

Sincerely,

Doug F.
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