Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Paul Senior who wrote (2388)	7/24/2000 11:48:46 PM
From: G.M. Flinn	Read Replies (1) of 2542

Paul, good luck w/ ACTM. Nothing wrong with moving money around within the sector. This strategy has been very kind to me. I have been moving some SANM, JBL and SLR into SCI and ACTM of late. Probably buy some more ACTM in the next day or so. Sure interested in what scared people off Friday (and a little more today). Guess it will be revealed in the conf. call. also worth checking out, since so many CEMs and OEMs are crying about component shortages, are the component suppliers. KEM knocked the cover off the ball w/ its earnings tonight. I have been accumulating of late. VSH I expect to do the same Thursday. Word of caution: they have been sliding of late on fear of the "disk drive syndrome"... overbuild during an expansion period. I do not think this is happening, especially since the CEMs see no relief till next year (if then). Just check them out and see what you think. Glenn

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