Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: solderman.com who wrote (2284)	3/10/2000 10:44:00 AM
From: MGV	Read Replies (1) of 2542

Solderman, You are right. It is a waste of time. There is one thing you mentioned to which I take exception though. There is no campaign to discredit Paul. Mostly I have responded to correct what has become a stream of catty attempts at innuendo by him. You have to admit that if he wrote something about you similar to what he tried in the last post, you would consider setting the record straight. What I don't get are these guys with blinders. The relative valuation numbers Paul stated as fact are just plain wrong by a wide margin. It is faulty information that can lead to poor decisions. I would want to know that. Wouldn't you? As for, what am I buying? I'm loaded up with FLEX/DIIG, SCI. I sold CLS to buy SLR and have just a small core CLS position and am building an SLR position. I bought 1/2 of a target position in it yesterday at 29. I will buy more if/when it goes to at or below $30 or they confirm revenue for this year and/or pick up a nice OEM asset divestiture. - Mark

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