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

To: rich evans who wrote (2371)	7/7/2000 6:07:16 PM
From: Sam	Respond to of 2542

It appears that the markets for flash and capacitors are loosening up a little, with some softer spot prices and better availability. I am guessing that perhaps this is one reason for sector-wide ECM strength, both relieving supply bottlenecks and easing costs a little. Personally, I am especially glad to see Jabil going strong, as I had increased my position in it last fall only to see it lag other ECM companies a little. See Message 13999209 for one such report (from SSB's report earlier in the week--I was out of town and out of touch until a few hours ago). An excerpt: << Though not widespread, some brokers have begun to note some downticks in Flash prices. One broker is quoting 1Mb parts declining on the week from $8.60 to $8.30 and 8Mb from $14.50 to $13.50. Everything else was flat. A few weeks ago, everything was going up. With out doubt, availability has improved, which may contribute to further declines. Interestingly enough, SIA shows Flash growth rates sharply decelerating, falling from 181% growth to 165% growth on the month.>>

To: rich evans who wrote (2371)	7/13/2000 10:57:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 2542

Regarding ECM strength. If I didn't see it, I would not believe it. What I like: Paul K., Patroller, others who have had such confidence and commitment. That's helped me stay in. What I don't like: Dang. Missed flipping into SCI when it was a dozen points lower. Was that just 2 weeks ago? And missed plenty of opportunities in others as well - BHE for example. Paul Senior, who likely will have many more opportunities, and is thankful for blessings already bestowed.