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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: G.M. Flinn who wrote (2390)7/25/2000 12:15:51 AM
From: Paul Senior   of 2542
 
G.M Flinn. re: ACTM: I'd feel a heck of a lot better about ACTM though if I knew that more of the old timers and/or flippers on this thread were in it.

re KEM. Yes, I like it. Began upping my KEM position when (tantalum) cap. shortage was first mentioned here. (Uh, about disk drives: I did that w/disk drives- increased my positions in them when they were suppposedly in short supply. In other words--- I've been wrong many, many times before.)

Paul S.
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