Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Sam who wrote (2499)	3/23/2001 12:11:57 PM
From: rich evans	Read Replies (1) of 2542

Well the ECM stocks are all in the green again and have gone up on average over 20% in the last couple of days. I hope this is more then just a bear correction from being oversold and we are starting the march back up albeit not a straight or fast path. The head of ATSN said he thought the dramatic slowdown/decline would be followed by a dramatic pickup. Hope he is right. Tim Main of JBL indicated because of the speed of the decline, they hit a pothole but that new programs, and more outsourcing was going to pave the way for renewed growth. So this area still looks the best to me although there is value everywhere IMO.Been buying SANM and a little more FLEX when it got in the 17s. Rich

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