Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (2085)	5/15/1999 12:15:00 AM
From: MGV	of 2542

We all can learn. I can, you can. An open mind is all that it takes. Don't assume so much. Pay some attention to the transformation that is taking place at CLS. Its not IBM now. While you preen, their margins are improving, both from cost cutting/better acq. integration but, also due to higher margin, i.e. more value added service. The market is telling you something about your jaded view of CLS. Listen to it.

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