HDCO - Why sudden dip? Message Board

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Technology Stocks : HDCO - Why sudden dip?

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To: rich evans who wrote (435)	4/9/1998 10:16:00 AM
From: Asymmetric	Read Replies (1) of 572

Rich, thanks for your last several posts detailing conference call, etc. I note Hadco now close to yearly low of $35 and change. While at present I've merely been observing and have no position, I'm waiting for the proverbial perfect pitch before I take my swing. With all the earnings downgrades lately in ECM land, doesn't make sense to jump in now. Also rule of thumb I generally follow is once downgrades are initiated, it usually takes about 6 months for events to play themselves out. PS - if I had to choose between hiding under a rock and having rental units, I'll choose the rock. At least you don't have to paint and do all the upkeep work and hassle...Now returning back to under my rock. Peter. Following is latest First Call Report: FIRST CALL EARNINGS ESTIMATES HDCO Hadco Corp. 04/06/98 Industry: Elec Componts SIC: 3672 Latest Price: $40.34 1998 P/E: 11.5 Analyst Recommendation: 2.3 QTR QTR FY FY Apr 98 Jul 98 Oct 98 Oct 99 --- --- -- -- CURRENT MEAN EPS 0.82 0.81 3.50 4.63 Number of Brokers 7 6 8 8 Median 0.81 0.86 3.50 4.62 Standard Deviation 0.03 0.09 0.30 0.26 Current High 0.87 0.90 4.00 5.05 Current Low 0.77 0.62 2.87 4.20 Year Ago EPS 0.91A 0.93A 3.48A 3.50 Current vs. Year Ago Change -10% -13% 1% 32% Report Date wk/May 8 wk/Aug 11 wk/Nov 17 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 2 2 2 2 Down Revisions last 30 days 5 4 5 3 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.82 0.81 3.50 4.63 7-days ago Mean 0.85 0.85 3.59 4.74 30-days ago Mean 0.90 0.88 3.65 4.90 60-days ago Mean 0.98 1.01 3.93 4.94 90-days ago Mean 1.01 1.06 4.08 5.10 COMPARATIVE ESTIMATES AND TRENDS Industry - Elec Compon 8.09 9.41 35.89 41.24 Current vs. Year Ago Change 11% 10% 10% 15% Sector - INDUSTRIAL 8.02 10.60 36.86 44.77 Current vs. Year Ago Change 9% 10% 4% 21% WSJ/DJ US Index 10.08 11.44 44.63 51.84 Current vs. Year Ago Change 1% 7% 7% 16% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 11.8 20.26 19.06 22.65 PEG on 1998 Cal Yr Mean 0.59 1.48 1.44 1.81 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.3 Next 5 yrs - Median 20% Number of Brokers 8 Number of Brokers 1 Industry Recommendation: 2.1 Industry Growth Rate: 14% 7-days ago Mean 1.9 Next 5 yrs - High 20% 30-days ago Mean 1.8 Next 5 yrs - Low 20% 60-days ago Mean 1.6 Last 5 Years 42% 90-days ago Mean 1.6 Diff. from Industry -0.2 Rel. to Industry 1.5 Diff. from Sector -0.2 Rel. to Sector 1.5 Diff. from WSJ/DJ US -0.1 Rel. to WSJ/DJ US 1.6 Transmitted: 04/07/98 08:29 (E_HDCO)

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