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

To: Ron Kory who wrote (1198)	1/31/1998 11:42:00 AM
From: patroller	Respond to of 2542

Ron frusrating we know,but your in good company the folks that rate hadco a buy don't understand either,everyone on this tread has a story not unlike your's just depend's on the day.Anyway here is what we do know, we like the story the buy's to hold's are about 14 to 1,earning's and growth have been great and are projected to do likewise,so far so good hey.Here's the rub the street (fund manager's) don't beleive it,they think that trouble is around the corner,so they don't trust the company's or the pro's that follow the industry,so everytime our stock's try to get going they take it as and opportunity to get out,sometime's their's nobody their to catch it as it fall's .I quess you could say that we all are betting were right their wrong.Ron I can tell you this it's a long road without no turning point.Patroller PS,My story is jabil 72to a low of29 and they hav'nt miss earning's in almost 3 year's.infact they beat for almost 3year's

To: Ron Kory who wrote (1198)	1/31/1998 12:16:00 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

I talked the the CFO of another boardmaker the other day. The reason for the poor stock price seems to be that a couple of analysts in the industry have put out reports that the ASIA board makers are going to become more competitive and oversupply the market with PCBs. So stocks like HDCO are languishing. I personally don't believe it. The asia companies have always competed in the lower layer counts up to about 6. And eventually will he feels compete at the higher levels but I don't think they can get their supplies and machines etc any cheaper. Creditman would know about this. Anyway he did confirm that pricing was flat and competitive but this was the case long before the Asia situation. So I agree with Patroller that it is a matter of different perception at this time and time will tell who is right. Hopefully this time will be in the spring-summer period when a better read can be make on whats happening. Rich