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

To: jeffbas who wrote (1298)	3/11/1998 3:05:00 PM
From: Creditman	Respond to of 2542

I believe that all their energy and funds have been going into growth. On a percentage basis they have grown a ton! Taking Oregon people to Malaysia ...all those design centers, Israel ... now Alabama and all in what, two years? Don't worry.

To: jeffbas who wrote (1298)	3/11/1998 3:29:00 PM
From: rich evans	Respond to of 2542

Jeff, I have info on this question. I called and talked to the CFO. PGTZ grew quickly and did not have the right people in charge to manage this growth and size. They still had the entrepenour types. They have now hired exZYCONites and have a handle on things. The CFO indicates that they will not be increasing SGA at all on an absolute basis despite the revs going up. They have had difficulty getting the different companies all running to the same music on many costs such as medical plans etc. I think Creditman is justified in his optimism but it will require Patience which seems to be in short supply these days. Rich