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

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To: Kent Sarikaya who wrote (1863)10/21/1998 12:35:00 AM
From: Douglas V. Fant  Read Replies (1) of 2542
 
Kent, Agreed as to the ECM sector! Adflex looks to be finally on the mend, and its flexible circuitry can only be used more heavily in consumer products going forward as the trend toward miniaturization increases....

Also tomorrow (October 22d) if you are a gambler another long-time "basket case" in the ECM ranks, DIIG reports its earnings. DIIG like many other small/mid caps has taken roughly a 66% beating in price over the last 52 weeks - due for a rebound too? It has recently made a couple of acquisitions overseas which I believe that analysts have not properly factored into DIIG's earnings estimates- so DIIG's estimates seem too low here- we'll see on Thursday.... Sincerely, Doug F.
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