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

To: Rosemary who wrote (1354)	3/18/1998 3:46:00 PM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 2542

Rosemary & NevinS., Had to do it- I just placed an order to buy HDCO April 40 call options- My guess is that HDCO is oversold- check out its earnings power versus other ECM's- add in the two acquisitions it just did of CCIR and Zirkon which should help its revenues growth rate, (with the optimistic hope of integrating them properly and quickly). We'll see...... Sincerely, Doug F.