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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?


To: rich evans who wrote (889)11/26/1997 5:38:00 AM
From: Creditman  Respond to of 2542
 
Rich, I still like PGTZ and deal with them on business quite frequently. You make several good points; they have had to digest a bunch of acqusitions but their business is strong right now. In my opinion, an Asia facility is a good thing to have as devalued Asian currencies will make labor and other costs comparatively cheaper and therefore the cost of goods imported back here more competitive.

So you are up 20% on PGTZ so far? This next report from them should be a good one based on their activity level so I would hold on to my shares.