Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: 18acastra who wrote (1478)	4/30/1998 4:12:00 PM
From: kolo55	Read Replies (2) of 2542

I was referring to WSJ Interactive news article on Monday. Peter Quon posted it earlier on the thread (look toward end of post for bold face quote from Bruce Lupatkin, research director for H&Q): As such, Lupatkin advises that ''it's a little too early to get involved'' in stocks of companies that make or distribute PCs, disk drives or commodity microprocessors. That includes contract manufacturers focused on the PC industry. Message 4219193 Paul

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