DII Group, Inc. Message Board

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Technology Stocks : DII Group, Inc.

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To: paul kneitz who wrote (1732)	10/17/1998 7:35:00 AM
From: Creditman	Read Replies (1) of 1845

Paul, I guess this is one of the rare times I don't agree with you; generally we are pretty much "lock step". You know that DIIG is not in the same business as PGTZ, right? The circuitboard business is OK (thank God, my kids need to eat!) but the assembly, box building business is going beserk right now; like JBL and FLEXF ... SLR, et al. That is the business DIIG is in. So I am looking for a bet on the sector, a company that is cheap and has not zoomed up yet. I wish you were closer and I could bet you lunch that DIIG will see $12 before it sees $8. Go ahead and short it at $12 ... you'll see get a fill ... maybe next week or for sure by the week after (IMHO!)

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