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 (1061)	1/2/1998 10:56:00 AM
From: 18acastra	Read Replies (1) of 2542

People nervous in general about tech stocks. May be tough going for a quarter or two. Could be that many earnings estimates are too high, and more tech companies will be missing numbers going forward than we have been used to for the past few years. Many will blame the Pac Rim thing (although will also be used as a coverup for a lot of other problems like Oracle). Unfortunately, regardless of how right we are about long term growth of sector, will be tough to have strong up move if tech sector in general gets hammered. Very curious to see what kind of lasting impact Flextronics reporting has. My opinion.

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