Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kolo55 who wrote (1740)	10/20/1998 12:15:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 1845

Paul, I would appreciate your comments on the following: Do you believe one times sales (plus an earnout?) for a China operation is a "fire sale" price? I was wondering if they overpaid. (I think of DSWLF.) On Orbit, I see some of these second rate semi operations losing their shirts -- mightn't it be contributing significant losses? Tangible book is only about $4, and debt to equity is quite high. Finally, I am not optimistic about the HP product, speaking as a consumer -- a multifunction product seems not to do as well on any one function as a standalone product. Not one insider has thought the stock worth buying. At current prices I gather you like it a lot more than ACTM?