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

To: kolo55 who wrote (1817)	5/4/1999 4:31:00 PM
From: Jimbo Cobb	Respond to of 1845

Sweet, sweet, sweet, move today for DIIG...Carried my portfolio...I think I've got at least a triple in this baby now, and I'm not planning to sell... Although I may sell a small amount of covered calls out about 6 months just for a bit of a safety net... What do you think about that ??? Jimbo.

To: kolo55 who wrote (1817)	6/28/1999 6:55:00 PM
From: Jimbo Cobb	Respond to of 1845

Latest Barrons cover story...Mid-Year Roundtable discussion... Q: One more. A: Last summer I mentioned DII Group at 15. It was 24 in January 1999 and 32 recently, down from a peak of 38. I think this is only the beginning. DII is a electronics contract manufacturer, selling to original-equipment manufacturers. The company recently filed to sell six million shares, with the proceeds to be used to pay down debt and finance expansion. There are 29.5 million shares now outstanding. DII should earn $1.70-$1.80 this year on sales of $1.3 billion, and over the next three years could increase both sales and earnings 40% annually. DII indicates that in 2002 their sales could be $2.5 billion-$4 billion. My guess is closer to $4 billion. This thing is a real buy. Q: Thanks, Archie. You always do find something.