HDCO - Why sudden dip? Message Board

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Technology Stocks : HDCO - Why sudden dip?

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To: Creditman who wrote (431)	4/6/1998 6:17:00 PM
From: rich evans	Read Replies (2) of 572

I listened to the CC. Sales and margins are weak do to ASIA, Product Transitions and Inventory Buildup. So far see no change so looking at weak Q3 for HDCO also probably with same sales and profits. Cap utilization at 81%. Margins all down. But Q4 should rebound and optimistic on future with CCIR and microvias and HDI etc.Segments slow are contract manufacturing due to networking. Telecom is up and workstation/servers mixed and industrial/automation steady.A large chip package (HDI) got cancled =50% of Q2 business in that area. Sees more ASIA competition up to 8 layers which is about 40% of Revenues. No asia competition in higher layers above 8 yet. CCIR would do again and integration going well.VAM is strong and will be 31 million in Q2 which is up from about 25 mill I believe.Sees problem more as pushouts and rescheduling not cancellations. So now we know. Must be the same at PGTZ and DIIG Multech and is according to CEO.So PKE you would think will feel it to(dont answer that) Things change fast though so could see a rebound IMO before Q4. I hope so because I sold some OCT puts. I think I'll go back to the rental business.Not so volatile. But I don't like to paint. Rich

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