Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: MGV who wrote (2227)	2/14/2000 11:08:00 AM
From: rich evans	of 2542

Hard to figure the reasons for the drop IMO. Heard maybe the institutionals are lowering their % interest which got up to 85% of shares out; also could be component problems which lowered revs in past quarter. Capacitors seem to be continuing problem and article linked on JBL thread said not resolved until October. But such things create buying opportunities IMO and so I did at 69. Rich

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