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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (53206)	9/21/2000 9:20:07 PM
From: Techplayer	Read Replies (2) \| Respond to of 63513

Jorj, I like contract manufacturing as well. I have heard that at least one of the known entities in the optical space is looking at leaving Jabil for ACTM. Since I have always been a fan of Jabil, I missed ACTM. do you have a favorite? Gary was a FLEX fan as well if I remember correctly. I, um, think that I bought your RFMD after hours if you sold at 31 7/8....just a couple of hundred shares.... Another mistake that i made today was covering a short of SCMR at 113.625 at the close that I had taken an hour before. who knew? certainly not me. I lucked out by holding my AVCI short overnight. Given that the recent book to bill in the chip sector was still strong even in a normally weak time of year, I like the chips to bounce hard on any rally as well. tp