Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Asymmetric who wrote (1095)	1/9/1998 4:44:00 PM
From: Creditman	Read Replies (1) of 2542

OK Mr. Quon, P ... I was right too. I have been out of ECMs (except for a 24 hr foray into CMCI last Friday) and I have 100% TESMF and DSSI now ... lot of them, too much to be healthy but lots! DSSI was unchanged today and TSEMF was down around .50 but both are up healthily for this week. (Still good buys if you're interested!) I expect TSEMF , now $10.50 to be $15 real soon and DSSI at $5 will be $10 ... they are "in play" as of today. That all said ... I think people sell to take out profits when they get scared and the Hadcos and Sanminas and such have been up a lot and so sold off. There is no way Asian ECMs and PCBs will make a dent here. Our guys own the best Asian factories already anyway.

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