HDCO - Why sudden dip? Message Board

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Technology Stocks : HDCO - Why sudden dip?

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To: Paul Senior who wrote (530)	12/2/1998 9:15:00 PM
From: kolo55	Read Replies (2) of 572

My comments on Hadco looking forward. The tone of the call was interesting. The analysts were trying to get some information so that they could estimate a reasonable margin, and get to a reasonable EPS forecast. But the company basically said that they couldn't forecast quantitatively where the margins would go, only that there will be some increase. Personally, if they hit $240M in the 1st Q, which I think is very do-able, and we see gross margins climb to 15% from 13.4%, and the new tech centers don't continue to trim earnings, then we could see 30-40 cents a share. The consensus is 13 cents. At the peak of the next cycle, this company could easily earn $3-4 a share. I still have my Hadco shares, and plan to hold for now. Paul

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