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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: Ron Kory who wrote (1325)3/14/1998 6:30:00 PM
From: Douglas V. Fant  Read Replies (2) of 2542
 
Ron, Greetings-I'm in HDCO as a value play. The reason for HDCO's price slide I am guessing is that Hadco needs to assimilate two acquisitions- CCIR of late and Zirkon from last fall.

Also Hadco is opening its first plant overseas, in Malaysia. So there are unknowns as to whether these three items will fall into place. That said, I agree HDCO looks undervalued here- so I bought a few shares.....

Sincerely,

Doug F.
P.S. You probably already know that "Kory" in Arabic means "priest"....
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