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Technology Stocks
HDCO - Why sudden dip?
An SI Board Since May 1996
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572 3 0 HDCO
Emcee:  Meng Soon CHEO Type:  Unmoderated
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422 Douglas.V: There are a handful of negatives which may have some impact. a:ASEADoug-3/27/1998
421 Doug, ECM's have thin profit margins. I think that there is a fear that a sDouglas V. Fant-3/27/1998
420 Douglas.V: If cash flow is that good, why is the market valuation so low.? Thx.Doug-3/27/1998
419 Doug, Good question on the Needham & Co HDCO rating. I do not know why. TheDouglas V. Fant-3/26/1998
418 Doug, By having paid cash for CCIR, HDCO has signalled that its stock price is Douglas V. Fant-3/26/1998
417 Douglas.V: Thx for those details. The debt level is still high. Any thoughts hoDoug-3/26/1998
416 Doug, Needham & Co follows the ECM's very closely. Actually they issuedDouglas V. Fant-3/26/1998
415 Creditman: For a good slice of the pie, the Underwriter of the new issue guaranDoug-3/25/1998
414 I don't understand how the "run-up could be related to ??? Need to seCreditman-3/25/1998
413 Creditman: Thx for that detail. HDCO's debt/equity is now extremely high. TDoug-3/25/1998
412 Jabil, SLR, etc are customers of the SAMNs and HDCOs. Sure the same forces areCreditman-3/25/1998
411 Creditman:I considered all major OEM's as the group. They included SLR,JBILDoug-3/24/1998
410 Who do you consider the "rest of the group"? From my perspective, HaCreditman-3/24/1998
409 Douglas V: I am intrigued why Needham has singled out HDCO as a Strong buy whilDoug-3/24/1998
408 Doug, Good question- Some short covering maybe since HDCO's short position Douglas V. Fant-3/24/1998
407 Douglas.V: Is this the beginning of a move or mere institutional windex for theDoug-3/24/1998
406 James, Needham & Co., on Friday 3/20/98 reaffirmed their "strong buy&qDouglas V. Fant-3/23/1998
405 James, I assume that the downgrade is related to SLR and JBIL, since both are cDouglas V. Fant-3/20/1998
404 Alex Brown downgrades from "strong buy" to "buy". They issJames Burke-3/20/1998
403 Ron ,Hadco completes CCIR merger. But note in its description of its business, Douglas V. Fant-3/20/1998
402 I have to assume that the earnings projections will come down simply based on tRon Kory-3/19/1998
401 Doug F. Thanks for post. If you've plotted those x's and o's, it Paul Senior-3/19/1998
400 Paul, I do not see HDCO as a $25/share stock. Posted hereafter is the summary oDouglas V. Fant-3/19/1998
399 Can't see it going lower, eh? Well let's see. Over the past few yearsPaul Senior-3/18/1998
398 James, Agreed it may go lower- but it's a rational bet at this level for a Douglas V. Fant-3/18/1998
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