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

To: Ron Kory who wrote (1800)	3/21/1999 6:14:00 PM
From: Creditman	Respond to of 1845

I think Multek ... the PCB part part of DIIG is 40%? I am not certain. They are very good PCB builders but that area is not growing as fast as most of the biz has already migrated to outsourcers and assemblers have only penetrated maybe 30% - 40% or so.

To: Ron Kory who wrote (1800)	3/22/1999 1:30:00 AM
From: kolo55	Read Replies (1) \| Respond to of 1845

DII's earnings reports break out the different businesses. Multek actually has been getting an incredibly good margin considering the carnage among the board makers. The Multek margin is much larger than Dovatron. But they have really fallen behind at Dovatron (compared to the other assemblers) because the management elected to invest in Orbit instead of Dovatron, which is where the really big growth in revenues would have come from. I wouldn't assume that they will grow at the same rate as the larger better assemblers. You also asked what will get DIIG moving again, compared to the other ECM stocks. Well, DIIG should be next up on the earnings reporting cycle reporting MarQ number in April. DIIG does seem to react (with a curious one day delayed fuse) to earnings announcements. FLEX's earnings report for the MarQ will be come later since March is the end of their fiscal year, and they take longer to prepare the reports. Paul