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

To: Joe Dancy who wrote (1331)	3/15/1998 12:29:00 PM
From: Douglas V. Fant	Respond to of 2542

Joe, Thanks! Hadco is probably a "show me" stock because it needs to integrate the two acquisitions CCIR and Zycon- also most of Zycon executives left. So Hadco will need to bring the former Zycon's new Malaysian facility online with its own expertise. But the stock is the type of stock both of us like- a "value/growth" stock. A reasonable value in its area- and with a long-term revenue growth rate of 20% annually- and that is before you roll in the Zycon and Continental Circuit acquisitions... Toss in a little concern about Asian exposure for all tech stocks - and that I believe helps account at least partly for the price currently. JBIL reports earnings after the bell on Tuesday. If SLR puts out a mediocre report the day before on Monday, then there could be a good buying opportunity in JBIL since JBIL presented at the BARS Conference two weeks ago- and had nothing bad to say- keep an eye on that. Note too that JBIL is one of Hadco's top ten customers- so if JBIL is doing well.... As to DIIG- I just like the synergistic way in which they are marketing their ECM services..Let's see how they do moving forward.... Also if you want some Asian/Chinese exposure do not forget DSWLF. Paul Klemincic are you around? What do you think of Deswell? Sincerely, Doug F. PS What were some of the other 40 companies?