HDCO - Why sudden dip? Message Board

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Technology Stocks : HDCO - Why sudden dip?

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To: kolo55 who wrote (532)	1/13/1999 1:31:00 PM
From: rich evans	Read Replies (2) of 572

Hdco downgraded by K. Dunne today at Robby Stevens reducing 99 and 2000 estimates considerably. I think it is margin related for one thing. But with DIIG buying IBMs volume PCB business in Austin with IBM committing to buy its needs there for 3 years and SLR buying IBM assembly in Austin, I am guessing that the SLR Austin PCB business will be going to DIIG as part of the SLR deal and not HDCO. I thought I was clear on my $40 put Friday but now I will own some more. Should have closed when HDCO hit 41. Oh well maybe a blessing in disguise who knows. Do you still own your position and have any thoughts on HDCO looking forward? Rich

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