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

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To: 18acastra who wrote (1121)1/16/1998 1:53:00 PM
From: patroller  Read Replies (1) of 2542
 
18 and paul when I saw sanm sell off bit I did'nt like it so we called Alex Brown and ask what they thought about sanm and jabil,they said they thought that they were bargin's ,they also said that they spoke to Tom Sansone at jabil tuesday and he told them that thing's were going good and they were right on track.That being the case it is telling us that nobody want's anything to do with the ecm's ,no matter how compelling the value the big boy's are saying no thank's.It is looking like it's going to take a while for that to change.Do you guy's see it differently? Patroller
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