Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Creditman who wrote (1694)	9/2/1998 10:45:00 AM
From: rich evans	Read Replies (2) of 2542

Yes I saw the news also. They paid a high price for the ALRN in my opinion based on historic stock market valuations but not so high in the real world values. ALRN was always a value play so I held on to my shares fortunately. But today SANM is getting hammered because of this merger and earning warnings which they characterize as temporary shipment delays. I am glad to see something happening in this sector and hopefully more consolidations may be on the way. I think we have seen the bottom in this sector. Is this wishful thinking? It seems to be margins and pricing more than volumes which is killing earnings for now. Rich

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