Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: Creditman who wrote (888)	11/26/1997 12:08:00 AM
From: rich evans	Read Replies (1) of 2542

Thanks for the info and the new stock. I'll look into it. Have you heard anything about PGTZ. I still own it and picked up some more at the last dip to 10. But I am not that happy with it. The top line growth stalled last quarter as you know and actually fell sequentially. So I don't know if we can count on 40% per year increases. Also .although their gross margins are not that far off at 17.5 % compared to CCIR and HDCO etc; Their SGA is 14+ compared to 6 for CCIR and 10 for HDCO. They seem messed up with all these digestions/people etc. And they have almost 13 mill shares out. Mr.P kept too much of the company also in the IPO in my opinion. I've been waiting for it to straighten out but their may be better fish to fry. I wonder if Paul still owns it and what he thinks. Have you heard anything. I guess they have their inner layer problems in Oregon straigtened out so their is progress but the Lyon JV in S.E. Asia I wonder about with the Asia Flu. Rich

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