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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: Creditman who wrote (1097)1/9/1998 6:19:00 PM
From: Asymmetric  Read Replies (1) of 2542
 
Creditman, I agree with you there was a lot of fear in
the market today. At this point, I think the best thing
to do from a strategic point of view is instead of picking
a bottom and buying at that point, would be to let the market
pick/dictate the bottom for us, then show some kind of
stability or basing, and then buy in on a solid upswing.
For me however, that is yet a ways away.

Congratulations on your calls and avoiding the recent carnage
in the ECMs. As you know I agree with, in total, all your points
on the ECMs/PCBs. Good luck with TSEMF and DSSI.
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