Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (842)	11/3/1997 3:52:00 PM
From: kolo55	Read Replies (3) of 2542

Flextronics up on low volume. Most of the ECM stocks seem to taking part in the rally. FLEXF is up over 40 again, but volume is light. Don't worry, I don't think FLEXF will pass JBIL in price until DecQ earnings are announced (ggg). I actually considered (strongly) buying some Jabil, but decided to buy calls on FLEXF and DIIG instead, to eventually replace shares I sold in early October (and even some more shares than that). Still I hope, and expect Jabil to rally here; this will help re-ignite the group. Recent articles posted by Peter Quon on this thread, and Jabil thread, have been great reading for anyone interested in this sector. We seem to be seeing some blocks being sold of DIIG, so DIIG didn't rally as strongly as some others in this group this morning. I'm betting DIIG "catches up". Paul

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