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Technology Stocks : SIGMA CIRCUITS,THE NEXT ROCKET!
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To: Rick Shepherd who wrote ()7/15/1996 12:33:00 PM
From: Dennis M. Leary   of 91
 
Do you or anyone contributing to this dialog follow any other PCBs? Such as Continental Circuits, Zycon, Hadco, Merix or other company.

I am investigating more of the quick turn segment, specifically are there margin pressures from the major customers?

Are the recent announcements from these PCB companies signalling a long term problem - excess capacity, or is this a short term problem in that major customers mis-forecast demand and are now in an "over-inventoried" situation which is depressing short term demand?
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