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Technology Stocks : DII Group, Inc.

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To: Douglas V. Fant who wrote (1753)10/22/1998 2:10:00 PM
From: rich evans  Read Replies (1) of 1845
 
Replay is 402-220--0190 ID#134679. Analysts questions companys lowball estimates for 99. Math seems not to work. I can't figure either, HP should do 130 mill in 99 . which is lot higher then 98 . DOVatoron grew 20% in 98 if exclude hp. Wonder if management is doing a MSFT in their estimates? Box build contract still up for grabs. Will know in Q4,would be big contribution in 99 and largest customer. Looking for more acquisitions.But management have finally got the picture as to global ecm and good discussion on what it takes to be a player.Orbit will be fabless design group.

Rich
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