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Technology Stocks : DII Group, Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Mr. Happy who wrote (1584)4/6/1998 8:50:00 AM
From: jeffbas  Read Replies (2) | Respond to of 1845
 
I think the following is the key sentence as to the present anf future value of Orbit:

"Further, many of Orbit's customers are migrating faster than expected to a technology in excess of Orbit's fabrication capabilities."

This in effect has to apply to DIIG itself as a customer of Orbit, if DIIG wants to continue to incorporate state-of-the-art semiconductors in its own products. The announcement does not appear to show recognition of this, and ought to trouble shareholders.