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

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To: Asymmetric who wrote (1470)4/27/1998 11:30:00 AM
From: kolo55  Read Replies (1) of 2542
 
That was fast Peter.

I just read that on WSJ Interactive, and then jumped over here to post. I suspect that this comment, along with the general market sell-off based on higher interest fears, is whacking the ECM stocks today. Actually, given all this bad news, I'm surprised some of the stocks are holding up so well. Look at Solectron, down only a fraction, at this point.

My Chinese stocks and some others in my portfolio, have held up well considering. Hmmm, wonder what will happen this afternoon as this sell-off wears on.

Paul
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