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Technology Stocks : DII Group, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (1519)	3/9/1998 6:46:00 PM
From: Jeff Haas	Read Replies (1) \| Respond to of 1845

Rich, I really think that Altron would be a great candidate for DIIG to purchase, more so than Hadco. The reason I say that is because DIIG really doesn't have any east coast presence and the purchase of Altron would really benefit them greatly. They really have a great backplane and assembly business and the last I knew they deliver on time. However, Hadco may be thinking that they can't let anyone else buy Altron so we better buy it ourselves. Hadco is very big as you well know. They have factory's all over the country, plus overseas. However, I really don't think Hadco will make a play for Altron. They just purchased CCIR, who also about a year back purchased some backplane shop in Texas, even though it was very small. One thing of note. Did you notice CCIR'S stock the week before the buyout from Hadco. The stock up to that week was tanking and then all of a sudden it started really moving up for the 3 to 4 days prior to the purchase. Someone new what was going on. Keep an eye on Altrons stock. I'll bet you anything that if someone is going to make a play for them, their stock will also start to rise. I'll try to find out some up to date information on Altron. I'll check the local papers and see what's going on. I use to know several people there when I worked at Wang Labs. I'll try and get hold of them to see what they think and what the rumors are flying around the company.

To: rich evans who wrote (1519)	3/9/1998 7:56:00 PM
From: Jeff Haas	Read Replies (1) \| Respond to of 1845

Rich, some other comments I found on today's action. NEW YORK, March 9 (Reuters) - Selling jitters caused by recent bearish profit warnings by large technology companies cascaded onto smaller players in the sector on Monday as electronics stocks fell as a group, Wall Street analysts said. "I think it's just falling in sync" with the overall tech swoon, said Schroder & Co analyst Stephen Worobel of the group. "All the big ones are down." Merrill Lynch may have helped touch off the rout by downgrading its near-term rating on Solectron Corp SLR.N to accumulate from buy. Merrill left Solectron's long-term rating a buy, but the stock fell 2-5/8 to 41. The Merrill analyst could not be reached for comment. Also down sharply on Monday were Jabil Circuit Co JBIL.O, off 4-5/8 at 39-7/8; Sanmina Corp SANM.O, off 5-9/16 at 69-1/4; and Flextronics International Ltd FLEXF.O, off 2-3/4 at 41-7/8.The group fell in the wake of announcements by Intel Corp INTC.O, Motorola Corp MOT.N and Compaq Computer Corp CPQ.N that their first-quarter earnings would fall short of expectations. "It's probably just down in sympathy," another analyst said of the electronics group.