Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Sam who wrote (2038)	5/7/1999 10:05:00 AM
From: Paul Senior	of 2542

OT-distributors. For me, I find based on my initial screening that the distributors mentioned here are selling above what I would pay - except maybe for HS-- but that company has its accounting/trust problems. I'll give you that they are all selling below - sometimes far below - what they recently sold for... but that doesn't make them a buy, IMO. Not that they won't go up. And I'm not saying I know these businesses or what drives them. I own Marshall (MI) and Arrow (ARW). ARW - that seems to be a stock that Warren Buffett owns, but I think nobody on the Buffettology thread was interested in buying it when it was lower and below what I believe Mr. Buffett bought at (if in fact, he did buy it). I also have a small position in CENT, a garden/pet distributor; FAVS, an aircraft parts mfger, overhauler, and parts distributor;Inacom (ICO)a reseller/integrator; and Grainger (GWW) in the maintenance/repair area. FWIW, and although I own a bunch of distributors- I claim no expert knowledge in the distribution business. Nor do I claim any talent for picking distributor stocks that will appreciate. Paul Senior

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