Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Creditman who wrote (2125)	9/7/1999 7:31:00 PM
From: rich evans	Read Replies (1) of 2542

I think the quality of SI has also deteriorated but I guess it depends on the thread. Yahoo is worse . Paul K. has been posting on the VLNC thread (He must have thicker skin then me) and he was the main engine on the ECM thread. I have been watching the Capicitor stocks as an indication of the electronic business. They seem like good indicators. They are doing well , business is good. So you would think that the board business is also pretty good as we have to have someplace to stick all those capacitors on. PGTZ just languishes under 4 though and HDCO stays in the low forties despite much improved prospects. I guess the CFO was right when he said HDCO is now a show me stock. (He used the words "Missouri Gentlemen.") I now have more JBL then FLEX and it is my largest position which I gradually accumulated . But still have original DIIG. Quite a Trader huh. Been making good profits though on BHE and see it continuing despite some negativity on "the threads" about the AVEX deal. When are you coming back into this sector? Rich

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