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


To: rich evans who wrote (1436)4/19/1998 8:52:00 PM
From: Joe Dancy  Read Replies (1) | Respond to of 2542
 
Saw in this weeks Barron's Rich a bunch of insider buying at HDCO. Is a good sign for that company.

Joe



To: rich evans who wrote (1436)4/19/1998 8:57:00 PM
From: Creditman  Read Replies (1) | Respond to of 2542
 
Rich ...Of all the ECMs you mentioned PGTZ has expanded the most based on their core, original size. SANM and HDCO were large organizations with lots of professionals in MIS, Accounting, Technology, etc. PGTZ has only been public for a couple of years and until recently was pretty much just a rural Oregon company. They had to build staff in lots of important areas first. Now they are growing like crazy. Doing well from what I can see too.

If I had to pick one ECM that would be selling two years from now at double their current price ..PGTZ would be my pick.