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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: Creditman who wrote (1743)9/15/1998 8:24:00 PM
From: patroller  Read Replies (1) of 2542
 
For those that care to know here's how I see it.SLR brought big time attention to the ECM's and every long player and short player is trying to figure out how to play this sector.
Gentlemen we are in play! Lets look at it like were them . HEY joe holy cow look at that solectron .Yea wow wish I had some of that ,take a look at this chart is so green my eye's cant look at it.wonder what they do Bob,HELL who cares the chart says buy we buy see anybody else in that sector will buy a whole basket. ..
(so much for the techs) now the fundamentals.Bill I told you we shoulda bought that slr ,looks to rich to me now ,Ben how bout jbil or flex maybe they got the goods too,Bill you aren't going to believe this IIII think I'amm dreaming .Bill starts give his friend CPR THEN yells to the trader buy buy buy.(Now the hedge funds guys ,there only one cause there loners,let see hmmmmm got it! short slr and buy flex and jabil sci.OH Karen order me a hamburger and two cold ones.
(NOW THE SHORTS) put your head between your legs and kiss it good buy. So the way I see it is we ride the three big guys cause thats were the moneys going tell they get to rich.
So boys it pay back time in the next 4mo's we got a chance to make a Ton.THANK YOU VERY MUCH SLR and the fact were the best game in town.jm little ol ho patroller
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