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

To: rich evans who wrote (887)	11/25/1997 11:14:00 PM
From: Creditman	Read Replies (2) \| Respond to of 2542

Rich, I think MSCC is up 50% since I "found" it.... luck! DIIG at $22 is a steal and I confirmed today through industry sources that all is well there although a few worry about the cost involved in absorbing the Texas ex-IBM facility. I dion't think that will be a problem as I'm sure they thought to capitalize those costs. Rich, my new #1 pick is TSEMF, a kind of ECMC, an electronic contract chip manufacturer selling at around an 8 PR Ratio. They replace PCBs with special (ASIC) chips. It is $10.50 now like MSCC was six months ago and I'm betting that they will also be >$15 by Spring ...I hope sooner. How much do I believe? I have almost 50,000 shares now. Hmmmm let's see ...50,000 times $5 is Hmmmm ... maybe I'll be able to talk my wife into one of those new red Corvettes. Also I hear that Sanmina is "cooking" and HADCO is doing well too. So is CCIR as you could see from their recent report and their new capacity comes on line in Phoenix real soon.