Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: 18acastra who wrote (950)	12/11/1997 4:59:00 PM
From: 18acastra	Read Replies (2) of 2542

Anybody with thoughts on HADCO (HDCO)? These guys have really been beat up lately, but great comapny/great competitive position. PCB industry is huge ~$10bb, and very fragmented. Hadco is the dominant/scale player in the industry and has been consitently able to take share from smaller players with less capability, supporting a consistent EPS growth rate of 20%+ Stock is currently trading about 12x 10/98 earnings. Seems dirt cheap for a company that has consistently grown earnings at 20%-25%. Anybody with any thoughts?

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