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

To: Joe Dancy who wrote (1312)	3/14/1998 12:29:00 AM
From: Douglas V. Fant	Read Replies (4) \| Respond to of 2542

Joe, Building on your theme of good news in ECM's, Needham & Co reaffirmed late today their "strong buy" rating on DIIG and reiterated their FY98 (ending 10/98) estimate of $1.75/share. Also BARS came out today and reiterated its 1998 and 1999 FY estimates for Hadco of $4.05 and $5.15/share respectively (Fiscal years end in October). Also BARS estimated HDCO's long-term EPS growth to be 20% annually.....(I.e., HDCO should be in the $80-100/share range!). JBIL should report earnings on Tuesday. I went back and reread their December earnings release. JBIL's management seemd to believe that they could continue to grow revenues at a 35% annual clip. Finally one of our small cap favorites, SFLX is selling at book value currently, after handily beating earnings estimates this quarter.... Joe, this whole damn sector is undervalued.... this calls for an article inr IFC to make this fact known.... Sincerely, Doug F.