Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (2063)	5/14/1999 10:29:00 PM
From: MGV	Read Replies (2) of 2542

I'm still way ahead of a net long position in CLS Wrong. Very Wrong. The fact is the market is trashing your relative valuation judgement. You might want to reevaluate and try to find what you missed. I'm pleased to have added some FLEX in late February and early March but not as much as I am for adding much more CLS in mid-March, about the time you were calling it overvalued relative to FLEX and others. techstocks.com

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