Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Paul Senior who wrote (1192)	1/29/1998 11:52:00 AM
From: kolo55	Read Replies (1) of 2542

Sanmina and Solectron appear to be leading the charge this time. I wish I had listened to the Sanmina conference call last week, because they must have said something pretty bullish. The stock has been amazingly strong since then. Solectron also seems to be holding onto recent gains. Now if the rest of the sector will get into formation, we can fend off the doomsayers, or alternatively, get our clock cleaned, as we finally see what the sellers seem to be seeing that I can't. Seriously though, the sector does seem to be firming up. Paul

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