Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (2101)	5/24/1999 3:07:00 PM
From: 18acastra	Read Replies (2) of 2542

Thx. Saw both, think over med-term more good news on IM & TECD. Think IBM and HP will follow w/ similar moves as CPQ. Also, lot of business in Europe up for grabs as big competitor CHS (HS) struggles. Hopefully, APW executes on new numbers mgmt. has laid out. Valuation is so cheap, that if they keep hitting numbers, good upside to stock. My opinion.

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