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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (78684)	6/14/2002 8:47:48 AM
From: Jack of All Trades	Respond to of 99280

DDIC, I know them pretty well and have traded the stock sucessfully. I am looking at a $1-1.25 target before I would buy. They are by far my largest customer in total units in North America. DDIC vs SANM, DDIC is more a quick turn proto biz. North America has lost all the high and med volume to Asia. IMO DDIC is positioned better in capabilites from a quick turn stand pt then SANM. But the PCB side of the biz is terrible. Most shops are running < 50% capacity... Capital Equip biz is poor, ROI's must be < 1year to have a chance. I'm glad my product is for the proto type market, to volume cap equip biz is dead and will be for sometime to come...