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 (1027)	12/27/1997 2:23:00 PM
From: rich evans	Read Replies (3) of 2542

Can you figure out the prices o the boardmakers? Hdco should do 4.25 in 98 and it keeps going down. CCIR is sinking also to 12 with 1.55 a share forecast with 155 mill sales and 7.55 mil shares out for a low PSR. PGTZ is also down to 10 which is close to my basis. I guess my question is have you figured this out? Is there something out there like a new material or technology which has put these companies under such pricing pressure and low valuations. At the conference calls pricing was always described as flat per layer with average layer count about 8. But from your posts and these calls demand was strong. Is S.E. asia the problem? Could the Asian board companies have poor business and be coming here to bid and compete more? As you can see I am somewhat bewildered? Rich

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