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Technology Stocks : HDCO - Why sudden dip? -- Ignore unavailable to you. Want to Upgrade?

To: kolo55 who wrote (542)	1/21/1999 8:34:00 AM
From: Sam	Respond to of 572

Paul, "I seem to be posting to myself on this thread." If you don't mind, I don't mind; don't despair, there are listeners out here. Don't have a position in HDCO, but am interested. If I had something to add, would post. Still learning about the sector. Regards, Sam

To: kolo55 who wrote (542)	1/21/1999 10:20:00 AM
From: rich evans	Read Replies (1) \| Respond to of 572

I wasn't impressed with PGTZs report. Their margins are holding steady at about 17% gross and their SGA is still high, at about 12.5% at least 2% over HDCO leaving a low operating margin and they have their old and new $10 mill debt to repay and lots of shares out- 12 million. But as you point out maybe the future based on B/B andother indicators will improve things but I have more confidence in HDCO especially with their VAM kicker. Rich