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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: kolo55 who wrote (1430)4/19/1998 8:47:00 PM
From: rich evans  Read Replies (2) of 2542
 
Paul, Hope you had a good time. Did you drop by Slovenia? I have been out looking at flowers in the California Desert so missed SFLX and PLXS CCs. With El Nino there are lots of flowers. Ran out of Film but not water. A group of Germans I know one night in a local wine stubl decided to get together and buy a villa in Tuscany as a future retirement home so they could grow old gracefully. Let me know if you are interested. I also sold my April FLEXF calls to raise cash. Must be reading too many of Paul Senior's posts. Tommorrow thinking of selling some Jabil 35 Sept Puts for around $5 each. I believe in the Rosemary etc Posts. I don't understand HDCOs demise. Combined Revenues down about 15% and Margins halved. SANM had no such problems. SANMs assembly strategy seems to be working. But both HDCO and PGTZ are hurting. Part of the problem they say is ASIA below a layer count of 8 which is 40% of revenues and how long before it hits the more complex boards.Also for HDCO indigestion. But the damage is in the stock now and I think it is a buy and not worried too much about my $40 October puts I sold. Good way to raise cash if you don't mind owning the stock at that net price. I could end up owning more DIIG though. I think you sold PLXS too soon but...I am also sitting on my ACTM shares which are even more now due to wash sale purchases. Hope you are right about ACTS trends. I am waiting for May 13 report and cc and think you might be right about the reason for delays. Anyway glad to hear from you again.

Rich
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