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Technology Stocks : DII Group, Inc.

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To: Jeff Haas who wrote (1521)	3/9/1998 8:36:00 PM
From: rich evans	Read Replies (1) of 1845

I am keeping an eye on ALRN since I own it already. CCIR to my knowledge did not have backplanes.At their last conference call they indicated they wanted to but were not in it. HDCO said in their CC that in Q4 they did 19.2 Mill in backplanes despite problems in the Santa Clara Plant.Their growth rate was 15%. Everyone wants in to backplanes. I talked to the CFO of PGTZ and they would like to be in backplanes. They all cite the same things which are the great margins. But as competition increases what happens to margins? But I like your approach. Reminds me of the Peter Lynch method.Thanks for insights and info.\Rich

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