Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jeffbas who wrote (1323)	3/14/1998 2:33:00 PM
From: Jeff Haas	Read Replies (1) \| Respond to of 2542

Jeff; To me, when a company like DIIG comes out with a statement, like they did at the end of the last quarter saying that they were pretty comfortable in bringing in just over 1 billion dollars in 1998, you have to look at that and say to yourself that they(DIIG) seem pretty confident in themselves. I look at that and say OK, they are going to make their numbers, but hopefully they will start surprising to the upside. Isn't that what happened to Jabil. They were rolling along and then all of a sudden BANG!! they started shattering analyst's numbers. That's what I'm waiting for in DIIG. I think that is going to happen sometime this year and I want to be in the stock when it happens. The only drag I see right now for DIIG is Orbit Semiconductor, one of their subsidiaries. They haven't got their act together yet, at least as far as I know. On the other hand, I don't think they contributed much to earnings last year so any positive news would be gravy at this point. Actually, I'm looking for DIIG to make another aquisition, somewhere on the east coast, or maybe over in Europe where business is booming. Just food for thought.