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Technology Stocks : HDCO - Why sudden dip? -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (409)3/24/1998 10:52:00 PM
From: Creditman  Read Replies (1) | Respond to of 572
 
Who do you consider the "rest of the group"? From my perspective, Hadco is only comparable to Sanmina and to a smaller, newer PGTZ. They do not do what JBIL, DIIG or Solectron do and they are not in the same business as SFLX. They really are unique for a public company. The Hicks Muse owned Via Technology is in their ballpark.



To: Doug who wrote (409)3/26/1998 5:44:00 PM
From: Douglas V. Fant  Respond to of 572
 
Doug, Good question on the Needham & Co HDCO rating. I do not know why. They will suffer a slowdown likes others in the group. However their customer list is pretty diverse (e.g. 34% telecommunications), and the synergies of the two acquired companies should be beneficial, assuming that HDCO properly integrates them...

Sincerely,

Doug F.


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