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

To: Douglas V. Fant who wrote (1313)	3/14/1998 1:09:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 2542

Doug. F. Thank you. I appreciate reading this positive news. eom.

To: Douglas V. Fant who wrote (1313)	3/14/1998 1:37:00 AM
From: jeffbas	Read Replies (2) \| Respond to of 2542

To all. What am I missing on DIIG? I read the recent earnings release. What they say they can "meet" is about the equivalent of continuing the just reported quarter for 4 more quarters. The Street gets excited over sequential quarterly growth, not flat results. My guess is that the tech stocks that show sequential quarterly growth in this more difficult year will get the attention, not the rest.

To: Douglas V. Fant who wrote (1313)	3/14/1998 9:11:00 AM
From: Ron Kory	Read Replies (1) \| Respond to of 2542

Can anyone speculate why HDCO has fallen so sharply relative to SANM recently....or why has SANM held up the best in the group? Thanks. ron kory

To: Douglas V. Fant who wrote (1313)	3/15/1998 8:20:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 2542

I ran my screens this morning Doug cutting 5,000 companies down to 40 potential investments - screens on growth, PE, book value, debt equity, broker recommendation - and Hadco showed up front and center. Thanks for your note, will pursue further research here and with DIIG and JBIL (they did not make the screen). Also scanning my last Barron's I noticed Nam Tai has issued warrants - three year warrants to purchase one share at $20.50 - warrants are going for $2 or so and stock is now around $15 but has been as high as $30 in the last 52 weeks - if Barron's is correct sports a PE of 6. Warrants have 2 1/2 years + to run so you can hold this dog until it turns into a princess. My problem here is that they just replaced CFO and it has a lot of China exposure - which could be very good or very bad depending on what happens to that economy (Business Week just had an issue on China and the outlook). My thinking here is that the warrants may get cheaper if Asia problems flare as they are prone to do. Any Nam Tai followers here, and if so what do you think of the company and the warrants? Best - Joe