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

To: Creditman who wrote (1242)	2/17/1998 12:08:00 PM
From: kolo55	Read Replies (1) \| Respond to of 2542

HDCO I agree- but how about CCIR and DIIG? You wrote: DIIG and Hadco are not in the same market ... believe me on this one. I agree HDCO and DIIG don't compete. But I understand CCIR has prototype and quickturn facilities, and that their Arizona operations competes with DIIG's Irvine/ New Mexico ops. If I'm full of it, advise. I'm not really concerned about this, because I don't think its significant. But usually when a company gets bought out at a large premium, similar sector stocks rally as the market perceives more value in the sector. This morning DIIG sold off a bit, and I was looking for reasons why. If CCIR doesn't compete with DIIG's board plants, who does? I'm trying to learn a bit. Rosemary- The recent slight sell-off in DIIG could be due to a number of factors, including rumors of HDCO acquisition and perceived fears of increased competition. The Hadco press release makes a big deal of how they are expanding into the Southwest. A short term trader could ask "Who is already in the Southwest?" and rush out and sell hoping to beat the market reaction. I am not concerned and in fact I added to my DIIG position this morning (also to my FLEXF position). Paul