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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: OldAIMGuy who wrote (8358)	8/30/1999 8:15:00 AM
From: JZGalt	Read Replies (1) of 18928

Tom, Contracting out of this market segment is going to continue. It just doesn't make any sense not to. Unfortunately, if that is the case and the hope (or hype) is in the stock, then the stocks will trade in line with earnings growth rates and expectations and nothing more. I like the area, but I just don't think the stocks are all that "cheap" any more. I switched most of my contracting out money play into AMKR. ---- Dave

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