Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (1843)	10/15/1998 3:05:00 PM
From: Douglas V. Fant	Read Replies (2) of 2542

patroller, To my friends in the ECM world. If you want a cheap telcomm stock check out AFCI- all the way back from $44/share to $5/share. Still profitable and with $1.50/share cash in the bank- just like a lot of these ECM's... AFCI is up today- maybe wait for a pullback to enter? Also on AFLX, the silence is deafening- earnings due out on AFLX next week. Will be interesting to hear their take on the flex/flip chip world as a speciality flex assembler...... Will outsourcing to JBL, SLR, FLEXF, SCI, DIIG, SANM, etc., move their specialty niche bottom line also? Sincerely, Doug F.

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