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Technology Stocks : SCI Systems Inc. (SCI) -- Ignore unavailable to you. Want to Upgrade?

To: Douglas V. Fant who wrote (739)	4/29/1999 7:07:00 PM
From: rich evans	Read Replies (1) \| Respond to of 820

SCI is mach larger so it will be getting more business on an absolute basis but DIIG should have more percentage growth on their smaller size. SCI has stronger balance sheet but DIIG could do well if they get chosen by Nortel and their China deal works out. Frankly , it is hard to handicap so I would use new money, since they should both grow well from here. Right now with SCI run up they are little more than DIIG on a PE ratio. DIIG of course is not a pure play like SCI in the ECM area. Depends on what you think of the linked strategy. 18acastra didn't care for it but it seems to be working now and their Fabless Semidivision is another wildcard for DIIG. I am not coverting one to the other but am looking at some others to do a switch to SCI for. Woud like a little pull back first to 35 or so. Placed an order last night at that price but Maria Bartiromo on CNBC and other mentined Sci and that was all she wrote. Rich