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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: Creditman who wrote (2172)	12/6/1999 12:15:00 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

Big day today in the ECM group. I think it has something to do with the Telecom news on new forecasts by Nokia etc. SCI a big winner. At their CC they indicated this quarter would be flat but then strong growth thereafter with a year ending quarter of about 70 cents and 2.60/share for the fiscal year. I think the street is reevaluating SCI and starting to give it the higher PEs of its peers so it may give us the best increase if true. Rich PS OT-Have you noticed the weakness in TYC. It seems to be getting cheap if forecasts are accurate. It can't be their board or connection business accounting for the weakness IMO.