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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (8602)	12/5/2000 4:04:40 PM
From: Sam	Respond to of 30051

JBL is up to 40 this afternoon (from 31 and change last week), while FLEX is over 32 (from 25 and change). Nice comebacks, both. Both still have room to run, especially JBL, which has been slammed in recent weeks, and reports earnings in about 2 weeks, soon after ECM leader Solectron. We should get a sense of next Q's electronics business activity from their CCs, as well as where any bottlenecks or gluts (and stable or falling chip and capacitor prices, of special interest to this thread I think) exist. s.