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

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To: kolo55 who wrote (1961)1/25/1999 1:22:00 PM
From: Steven Dopp  Read Replies (1) of 2542
 
Paul and others, I'd be interested in any comments you may have regarding Benchmark Electronics. My stock club has owned this one for 18-24 months. We have a double and I am wondering if we should continue to hold it. Their most recent earnings report was somewhat disappointing. They announced the purchase of a manufacturing facility in Ireland (Stratus Computers) which they view as their entry to Europe.

thanks in advance.

FWIW, I'm a long-time lurker of this board but seldom post.
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