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

To: kolo55 who wrote (1538)	5/22/1998 1:29:00 PM
From: John Morelli	Read Replies (1) \| Respond to of 2542

FLEXF getting beat up again today. One hopes the bottom can't be too far off. Too bad I'm out of cash.

To: kolo55 who wrote (1538)	5/23/1998 10:47:00 PM
From: John Morelli	Read Replies (1) \| Respond to of 2542

Have you thought about bailing out of NTAIF? I share your interest in JBL & FLEXF but NTAIF is not in their league. I invested in NTAIF several years ago (and then sold at a small profit) and you know its amazing how little shareholder value has been created since. The stock is a yo yo. I don't trust the CEO and for that reason alone (and that's more than enough) I would never buy the stock.

To: kolo55 who wrote (1538)	5/29/1998 10:53:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 2542

Paul, you have been unusually silent lately. What is your take on what is going on in the sector? What are you doing? Do we now have a bear market on our hands and fundamentals do not matter? That seems plausible except that most of the ECM group has already had a bear market of long duration.

To: kolo55 who wrote (1538)	6/4/1998 11:23:00 PM
From: patroller	Read Replies (1) \| Respond to of 2542

Paul I have a prediction the fed are going to lower rates and soon .! da da ok ok I know you say why? Here go's Japan's toying with the idea of devaluing the yen to lower their cost of goods so they can grow their economy,as you know this would be bad for everybody and the only way to prevent this is for the feds to reduce rates after all their is no inflation here or anywhere else in the world ,this would force the money into bricks and mortar spuring growth and really it's the only reasonable thing to do.infact I dont see where the feds have a choice do you?patroller

To: kolo55 who wrote (1538)	6/5/1998 11:40:00 AM
From: Asymmetric	Respond to of 2542

Dii Group Second and Third Quarters To Be Below Expectations Friday June 5, 8:00 am Eastern Time Company Press Release NIWOT, Colo., June 5 /PRNewswire/ -- The Dii Group, Inc. (Nasdaq: DIIG - news), a leading value-added electronics design and manufacturing service provider, today announced that it expects second and third quarter results to be below analyst expectations. Soft industry conditions, in general, and delayed orders from several major printed circuit board customers, in particular, are responsible for the decline. The company still anticipates strength in the fourth quarter and 1999. Ronald R. Budacz, chairman and chief executive officer of the Dii Group, commented: ''We're disappointed with this announcement today, but we are committed to providing the best guidance we can to investors. As we stated on April 15, because of product changeovers for key customers of Dovatron's assembly operations, our second quarter performance relied heavily on continued strength of Multek's printed circuit fabrication operations. In the second quarter, several of Multek's major customers reserved capacity and subsequently delayed their orders. That's the primary reason for our reduced second quarter outlook. Uncertainty about when those orders will be processed, along with general industry softness, cause us to remain cautious about third quarter expectations.'' Budacz continued: ''But our outlook remains strong for the fourth quarter and next year. That optimism is based on indications from our current customer base, as well as identified, new customer wins and potential accretive acquisitions. We would like to be able to share more information about these topics today, but are not yet in a position to do so.'' Thomas J. Smach, Dii's chief financial officer, added, ''The Street's second quarter consensus estimates are currently at 39 cents. We now expect our second quarter to fall within the range of 23 to 25 cents per share, on a diluted basis, and expect modest sequential improvement in the third quarter. Based on the best information we have today, we should be able to meet the current investor expectations of 45 to 50 cents in the fourth quarter. Our guidance for 1999 remains unchanged at about $2.00 per share.'' The Dii Group, Inc. is a leading value-added electronics design and manufacturing service provider, which operates through a global network of companies in the United States, Mexico, Ireland, England, Singapore, and Malaysia. The Company serves the electronics manufacturing industry through its strategic business units: Design Solutions, Orbit Semiconductor, Multilayer Technology (Multek), Dovatron International, IRI International, PCT Automation Systems, Cencorp, TTI Testron, and Dii Interconnect Systems.