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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: G.M. Flinn who wrote (2382)7/22/2000 1:39:14 PM
From: MGV  Read Replies (1) of 2542
 
Hey Glenn -

Thanks for the summary. I really like SCI here. In % weights, I have, in order, SCI, FLEX, CLS, VG, and SLR.

SLR and VG were lucky opportunistic buys below 29 and 10. I have had SCI, CLS, and FLEX longer but more than doubled SCI from 38 to 34 recently. Had been a net seller of CLS this year but really liked the JDSU news and their recent Q. No more sales there.

I remember you made a very savvy buy of SANM in April. Way to go! SANM and PLXS have been the best to have ytd. I have owned neither. I suppose I should do some work on ACTM.

best regards - Mark
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