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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: G.M. Flinn who wrote (2413)8/13/2000 4:26:50 PM
From: MGV  Read Replies (1) of 2542
 
Glenn,
As you were taking some nice profits in SCI, I was buying more! I have been hearing very good things about SCI and communication wins. Don't sell all of your SCI. It is hard to hold sometimes when you are early enough to book the first 50% gains.

FWIW, I can't quibble with SLR either. The 2nd half of 2000 likely will be much kinder to SLR mix, especially Q4. I plan to accelerate buys of SLR at end of CYQ3. Still holding buys at high 20s and put sells in that range.

Cheers,

Mark
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