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

To: rich evans who wrote (1778)	1/8/1999 11:46:00 AM
From: kolo55	Read Replies (1) \| Respond to of 1845

I am hearing more and more outsourcing deals coming. I think 1999 will be a banner year for outsourcing deals. It wouldn't surprise me to see all the big players raise revenues 50-100% this calendar year alone (measured using Nov/Dec Q run rate in 98 to Nov/Dec Q run rate in 99). The question is whether DII is one of the players at the table for these deals. If this company grows their assembly business 30+% and the Multek acquisitions work out, then this stock is still a great buy here. I think Orbit has hurt the company about as much as it can, and the HP biz downturn is behind them. I'm hanging on to my shares. Of course I still have virtually all my FLEX and I have all the JBL shares I acquired last spring and summer. I hope to hang on for a long ride. Paul