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Technology Stocks : Praegitzer Industries (PGTZ)
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To: paul kneitz who wrote (163)6/12/1998 10:34:00 AM
From: rich evans  Read Replies (1) of 196
 
I din't listen to cc and not aware of one. ALRN already pretty low. And PLXS is recovering from previous problem with MOT and seems to be OK now. Problem with PGTZ is not so much revenues if you compare them IMO but margins. The gross margins must be really low, about equal to the operating expenses of about 12 percent plus interest since they are talking breakeven. Tax rates were supposed to go up about 2 points but that seems moot now. Pricing pressures are acute based on HDCOs statments and plans to fill their plants at whatever the cost. Taiwan competition seems much greater than anticipated especially in a soft market. Oh well, "it changes and remains the same".As to other businesses, Creditman is right. They were doing about 35 mill a year in assembly but their customers objected. Talked to CFO sometime ago and he mentioned backplane assembly as a possibility which is a natural for PCB companies and because of margins but I doubt now whether they will do this with all the competition.

Rich
Rich
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