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

To: rich evans who wrote (562)	4/1/1999 1:14:00 AM
From: Big Papa	Respond to of 572

I'm loosing faith in HDCO even though the price is cheap. I'm seeing analyst reduce earning estimates each time we get closer to quarter end. I sold 50% of my HDCO holdings to purchase DIIG. DIIG seems to have extreme potential, is highly rated, and cheap as well. With great earning coming 4/15/99, DIIG may see higher ground than HDCO! I don't mean to bash HDCO, but I cannot stand the price volatility and delayed news releases from this company. -Your BigPapa!

To: rich evans who wrote (562)	4/1/1999 12:04:00 PM
From: kolo55	Read Replies (1) \| Respond to of 572

I sold my HDCO on the last run into the mid-30s. I don't know what caused the recent spike.... but it happens a lot with this stock. Seems like it might be possible to trade the volatility in this stock, like some of the other EMS stocks (like JBL). I can't see the fundamental long term growth story here, and the CCIR acquisition doesn't seem to be working out real well. I think this is basically a cyclical turnaround story. When the board biz turns, I don't know, but the basic valuation parameters on this stock seem to be pretty good. My only exposure to the board makers, is through the Multek part of DIIG. I still hold a modest position there, bought at much lower levels, and plan to hold at least through the earnings report. Paul