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To: KevinThompson who wrote (32037)8/14/2000 4:57:26 PM
From: DlphcOracl  Respond to of 57584
 
Kevin Thompson: The CEM's are "the sector that keeps on ticking". If you and others on the thread do not have exposure to this sector (SLR, SANM, JBL, Celestica, SCI), it is not too late. This is one of the most powerful trends in technology, both now and over the next several years (IMO).