Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (1538)	5/29/1998 10:53:00 PM
From: jeffbas	Read Replies (1) of 2542

Paul, you have been unusually silent lately. What is your take on what is going on in the sector? What are you doing? Do we now have a bear market on our hands and fundamentals do not matter? That seems plausible except that most of the ECM group has already had a bear market of long duration.

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