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

To: Creditman who wrote (850)	11/6/1997 8:40:00 PM
From: advinfo	Respond to of 2542

<< I have thoughts and they go "Damn, I hope CMCI doesn't let mo down 'cause I'm near enough Mmargin call territory as it is!" >> I hope they don't let us down either cause I added 5k more shares today. CMCI held pretty strong when the market was crumbling so we know where the floor is, barring a complete disaster, which I don't expect. I just hope they can manage the expansion well. Good luck and thanks for your info, Evan

To: Creditman who wrote (850)	11/12/1997 9:06:00 PM
From: Larry Unger	Read Replies (1) \| Respond to of 2542

C-man -- was reading Fool Evening News tonight and this guy said one should not invest in stocks for a number of reasons. One of them follows: ...if you buy a stock simply to sell options. Although some might try to convince you this is a conservative, income-oriented approach, the reality is that if you are getting decent premiums for selling the options, you are taking on a lot of risk owning the equity. Are you still doing alright with your strategy or are you stuck with some losers right now? Also, how's the CEM business in the trenches? Anybody have any current opinions on the ridiculously low priced NTAIF? I haven't exercised my rights yet and am currently very confused on what I should do. Buy on open market below 17? Exercise rights? Any opinions from Paul re Nam Tai would be appreciated. My guess is Paul and other more informed investors are taking advantage of this wild volatility. For longer term investors, the big names look pretty darn good right now taking into account the major long term trend of outsourcing. It would be nice to have more discussion on this thread in times like these. Larry