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To: Perspective who wrote (104824)5/25/2001 11:19:02 AM
From: patron_anejo_por_favor  Respond to of 436258
 
<<May be time to take a look again at some of my contract manufacturer favorites: BELM, ARXX, SANM>>

LOL! I shorted CLS this am. Agree on Semi-manufacturers...the clown who made the reco was on BubbleVision, with visions of hope and increased demand for the future.

Sell 'em.



To: Perspective who wrote (104824)5/25/2001 11:29:40 AM
From: Jack of All Trades  Respond to of 436258
 
SANM cut today by AB...



To: Perspective who wrote (104824)5/25/2001 1:09:15 PM
From: Earlie  Respond to of 436258
 
BC:

No, I missed it..... been running back and forth to meetings and no trading so far. Info?

I think the contract manufacturers are a gift. The markets have run them up even as the fundamentals have crumbled.

Best, Earlie