Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (2249)	3/7/2000 9:12:00 AM
From: Robert G. Harrell	Read Replies (2) of 2542

Paul, I too am in awe of your call. Could you flesh out your logic for those of us trying to learn. On what basis did you feel JBL was going to exceed earnings? Do you troll the waters of industry contacts to get hints of coming attractions like good analysts are reported to do or did you glean this insight from public information that I, for one, missed? Also, at the risk of stirring up an old argument, what it your assessment of CLS? It certainly has had a good run. Will it continue to run with FLEX/DIIG and JBL? Best regards, Bob

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