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 (2117)	7/26/1999 6:03:00 PM
From: Robert G. Harrell	Read Replies (1) of 2542

Thanks Rich (and Solderman), Your view reflects the impression I had but I'm all ears when any of you guys speak because you all are obviously concentrated in this sector and have followed it closely for years. I am way too diversified to follow all but a handful of my holdings as closely as you guys follow the ECMs. Those are trailing PSRs which is what I always use. Ever since I read James O'Shaughnessy's books, I've watched PSRs closely. He is the person who put Jabil on my radar screen. I now own equal amounts of JBL, FLEX and DIIG. Oops, take that back. I took advantage of recent weakness to increase my position in FLEX and am thinking about adding more DIIG if I have any buying power left after the market downturn. Regards, Bob

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