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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: rich evans who wrote (2533)9/14/2002 6:15:34 PM
From: Allen Furlan   of 2542
 
Rich, have you given up on the ECM sector? Friday was a bad day. I am thinking of doing some arbitrage by playing long and short in this sector. If you still follow I would like to see your relative assessment of flex,slr,sanm and cls.
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