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To: DlphcOracl who wrote (25920)	5/15/2000 5:50:00 PM
From: carepedeum2000	Respond to of 57584

d/o i know what your saying and was there myself a couple of weeks ago, my smellvision has just been real good last week and a half, but i know that it will not last, you ride it while you can, and when you grow cold , you slow down till your back in sync, i dont see this as any more than a trading range bounce until we close over 4000, i would like to be in cash by end of week, but most of us know that hardly works out and i still have long term holds that are short term trades gone bad, my forecast for tomorrow is for an in line cpi number, a 1/2 point rate increase, and a return to volume and upside in the overall market that should take us to the 380o-4000 level, at which point, i would love to have sold most of my holdings into, waiting to see if it can really break out, but im not optimistic about the summer at this point, unless there is a perceived end in sight of the fed tightening, that is why the cpi tomorrow is so big, if we get a cpi number that out of line, forget it, run for the exit as fast as you can good luck ps i will not sell my lptha core under any conditions, im waiting for the dots to connect on that one, i will probably also hold gblx and intu and t through whatever happens, and everything else can be owned by someone else till the smoke clears

To: DlphcOracl who wrote (25920)	5/17/2000 12:10:00 AM
From: DlphcOracl	Respond to of 57584

Investment Idea: An Overlooked Sector If someone were to ask you what the "hot" sectors are, you would invariably respond: fiberoptics, non-PC chips, wireless telecommunications, and internet infrastructure. What if I told you that there was one more, with characteristics similar to the fiberoptics sector, namely: (1) limited competition, with a few dominant players; (2) high barrier to entry; (3) extraordinary demand, with rate-limiting profit factor for the companies in this sector that they can't keep up with demand. Well, here it is: ECM (Electronics Contract Manufacturers) Unlike the above-mentioned sectors, this sector is STILL trading at or near its YTD lows and has not rebounded the way many other high profile tech stocks have. However, the ECM stocks have shown remarkable relative strength with NONE of the major players off their 52-week highs by more than 30%! Contrast this to many of the high-flyers that were off 50-75% from their 52-week highs. These are the companies that do the high-tech "grunt-work" -- they provide electronic manufacturing services to OEM's, including circuit-board assembly, system assembly and testing, product design, and purchasing & management services. The major players are: Solectron(SLR), Flextronics(FLEX), Sanmina(SMNA) and Jabil Circuits (JBIL). These are LT holds for the patient investor. However, these are all highly profitable companies trading at reasonable valuations with strong sequential earnings increases. I do not know what the trigger will be to provide upward momentum to this sector. However, most of the recent analysts ratings (FWIW) have been "BUY" to "STRONG BUY". If you feel that you've missed the rebound on many of the more visible tech stocks, a basket of these stocks may be profitable over the next 6-12 months with little downside risk. Finally, another investment play is to consider some of the stocks in the high-profile sectors that have not as yet bounced significantly off of their recent lows in mid-April. Some examples: fiberoptic: IFCI non-PC chips: ANAD, TXCC, VTSS, CNXT, XLNX. CNXT and VTSS are VERY oversold, IMO. Anyway, food for thought. Disclosure: I am long: SLR, FLEX, VTSS, ANAD, TXCC, XLNX.