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Technology Stocks : ATI Technologies in 1997 (T.ATY)

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To: Marc who wrote (2645)2/5/1999 1:09:00 PM
From: 18acastra  Read Replies (1) of 5927
 
OT: Good time for me to respond to your question about Celestica and the sector.

Think a great entry point now to buy some of the contract manufacturers, especially Jabil (JBL). SCI pre-announcment is meaningless to these guys, SCI is a victim of their own bad execution.

How about a little side bet: Believe between now and Mar. 21 JBL moves up in greater % terms than ATI (i.e. I recommend selling all ATI and rolling over into JBL at current valuations). If you want to take me up on the bet, the bet is the loser has to end all his posts on the ATI thread with "____ is one of the best investor's I have ever known and I take all his advice to heart." _____ refer's to the winner's name, either 18acastra or Marc LePage. You have to end your post for a period of one month after the bet ends with this phrase.

Are we on?
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