Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (2521)	5/3/2002 3:18:58 PM
From: Steven Dopp	of 2542

OK Rich, I'm still reading the board. Unfortunately, I have little to contribute so I seldom post. FWIW, my stock club sold its holdings of BHE quite awhile ago. I think we received something like $55-60 a share. My club relies upon NAICs SSG, and our SSGs were saying the stock was in the sell zone, so we sold for a nice profit. It's been ahwile since I've updated my ECM SSGs, although the last time I looked, I liked Jabil the best, but then, that is sort of a rear-view mirror point of view. My club is having a difficult time finding anything worth buying right now. We held Tellabs too long (still own it) and were crushed on our Elan holdings (still own it). Getting off subject now, so I'll wrap it up.

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