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 (1484)	5/4/1998 4:05:00 PM
From: rich evans	Read Replies (1) of 2542

I received my annual report on ALRN. Stock still languishing close to my basis as you know. But looks like they are in better position to perform now with new sales organization, and plant capacity both for assembly and innerlayer. Have you any new info on the company?Would be interested in your thoughts on the company at this juncture especially with recent performance of SANM. Looks similar to the paired theme of JBIL/SLR. But to be honest I don't own SLR but would like to hold it as a core holding because I like the company-not the stock price the best so wouldn't short on a valuation basis. HDCO backplanes growing 25mill to 31 mill in last quarter and now others (PGTZ) want to join in. Anyway I still own ALRN but think now may be the time at last. Am I too sanguine? Rich

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