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Technology Stocks : DII Group, Inc.
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To: Creditman who wrote (1733)10/17/1998 1:21:00 PM
From: rich evans  Read Replies (2) of 1845
 
DIIG certainly looks like a buy to me also. It is only 10 times its 98 earnings and about 6 times 1999 IMO. They are supposed to have some problems with their plating at AUSTIN according to last CC. I think this is continuing. But they have adopted a global strategy similar to FLEXF with their Chinese Acquisition and Central Europe and German buys. Another thing is that they can't buy their own stock now becasue of earning on 22nd and few days thereafter so demand is down but I think after that they will be a buyer per their stock buybback plan. Orbit having less effect also now It seems. All the CEOs at cc's keep talking about the the models: a pull system with very little inventory by OEMs. A Dell BTO type thing using the latest
the lastest IT. So they can't forecast their growth or demand for their components since enduser demand dictates and thats anyones guess. Have you seen that in your PCB business? With ECMs becasue of the outsourcing move with their leadtimes needed for this change, their is more visability it would seem. But eventually even ECMs growth and business demand would be subject to end user. What I am thinking is that the stockmarket with its volatile pricing based on near term visable growth could create opportunities as not even the companies really know what 99 will be like for example. And based on these assumed changes in demand the stock pricess jump all over the place. I am looking at ATSN this way. The Street thnks 99 will be slow growth and has priced ATSN way down. But 99 could just as well be a return to the previous 30% of previous years IMO. Oh well, a rainy day musing.

Rich
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