SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rich evans who wrote (961)12/12/1997 4:16:00 PM
From: kolo55  Read Replies (3) of 2542
 
I am a bit shellshocked on the Jabil and FLEXF drops.

Today I bought some Flextronics for the first time since this spring. I also bought some Jabil for the first time ever; just an entry position, and I may ST trade it. I'm also looking at buying some Solectron back that I sold last winter. I must admit I sold my DIIG right after the open today, although I still have a bunch of DIIG Mar25 calls. I am pulling money to concentrate on the big ECM players, FLEXF, SLR, and JBIL right now.

I also flipped some Nam Tai shares for Deswell shares when the prices crossed today.

I wonder what will happen Monday. The market appears to be discounting disasterous earnings reports for SLR and JBIL next week.

Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext