DII Group, Inc. Message Board

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Technology Stocks : DII Group, Inc.

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To: kolo55 who wrote (1740)	10/20/1998 12:15:00 AM
From: jeffbas	Read Replies (1) of 1845

Paul, I would appreciate your comments on the following: Do you believe one times sales (plus an earnout?) for a China operation is a "fire sale" price? I was wondering if they overpaid. (I think of DSWLF.) On Orbit, I see some of these second rate semi operations losing their shirts -- mightn't it be contributing significant losses? Tangible book is only about $4, and debt to equity is quite high. Finally, I am not optimistic about the HP product, speaking as a consumer -- a multifunction product seems not to do as well on any one function as a standalone product. Not one insider has thought the stock worth buying. At current prices I gather you like it a lot more than ACTM?

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