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Technology Stocks : DII Group, Inc.

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To: Creditman who wrote (1799)3/21/1999 4:41:00 PM
From: Ron Kory  Read Replies (2) of 1845
 
I imagine this has been discussed before but I am curious as to what
percentage of their business is PCBs and what percentage is pure
assembly?

Presumably the pure assembly part of their business has the same
dynamics at work as slr, jbl, flex, and cls and should be able to
grow at 30% for the next couple of years.

I am assuming that the discounted multiple has something to do with
the mis-steps from the last couple of years but they do look cheap
on a relative basis.
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