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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: kolo55 who wrote (2249)3/1/2000 11:27:00 PM
From: rich evans   of 2542
 
I remember the old Chinese saying: He who trys to ride two horses will eventually fall in between. But of course you are choosing just the fastest steed at the time. But it is a long race so I now own equal amounts of SLR and JBL but more FLEX so I guess I am riding them all. Flex is higher priced which is a new event it seems when SLR was always king.It is hard to beleive all the great press the ECMs are getting these days. Now everyone understands your thesis of from a few years back and everyone it seems is extolling the group. I stay with it as a safe play. It is hard at my age to jump on a one trick pony like MVIS which I mentioned to you sometime ago or a WIND I followed but never really plunged into. VLNC is my exception I guess. Good luck with the switching . I personally have this problem with the "unknowable" and "unexpected" so don't do much switching. But here regardless of the "lead", all I think will finish way ahead . You must be switching in a Roth. I think GET is turning into a real winner for JBL and I like their Hungary and Brazil expansions. They didn't just buy someone. Anxious to hear both reports in a couple of weeks.
I am recovering from visiting Patroller country. My bones are a little old for headers.

Rich
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