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Technology Stocks : printed circuit board houses

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To: Don Van Patten who wrote ()	11/5/1996 11:42:00 PM
From: dewey holland	of 10

Altron (ALRN) is a solid player in the field. PCBs and assembly. Electrostar (ESTR) sells to a lot of major OEMs and has recently expanded capacity. John Mayer CEO knows the technology and the biz. Hadco (HDCO) and Sanmina (SNMA) are two of the largest players. They are backlogged. Look for good earnings. M-Wave (MWAV) is a little guy with great potential. They recently completed a new fab shop in Frisco, TX. They manufacture high speed PTFE laminate boards and supply to Texas Instruments and other giants. Flextronics and JBIL are subcontract assembly houses (the stocks maybe worth a mention).

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