Electronic Contract Manufacture (ECM) Sector Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Asymmetric who wrote (911)	12/2/1997 7:36:00 PM
From: BenYeung	Read Replies (2) of 2542

Peter, what are some of your picks? Assuming the Asian currencies' impact are far worse than what we think, then what will your investment strategies be in this worst case scenario? Are there any stocks that you like which does not have a large exposure to the Asia countries, and have minimal impact by commodities prices. (such as coffee beans for coffee shops, oil prices for drilling, oil, airline..) To tell you the truth, I am pretty bullish and only see a short term weakness(today's Nasdaq down 24 points and maybe another few days of decline and/or rollercoaster ride). But I would really like to hear what you think. What sectors look bright ahead?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next