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

To: Creditman who wrote (410)	3/24/1998 11:15:00 PM
From: Doug	Read Replies (1) \| Respond to of 572

Creditman:I considered all major OEM's as the group. They included SLR,JBIL,SMOD,PLXS and SANM. I appreciate that HDCO caters to both the box and Net/Telecom majors. SANM does that too but it was down today. I have not seen such divergence and was therefore intrigued. I do believe that the Networkers,TELCO's and Boxmakers are under pricing pressures and a softening of Sales for the first half of the year. They are likely to pass that to their OEM's. I would like to know if HDCO has the clout/ monoply to resist that margin squeeze. I would appreciate any info pertaining to the competition they may face. Thx.