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

To: Asymmetric who wrote (911)	12/2/1997 6:51:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 2542

You make an excellent case. The discounting mechanism of the market may be telling us that 6 months ahead some of these macro issues will catch up to the rosy scenarios we are hearing about now. Or they may not. What I am having difficulty explaining is that, if this is going to be the case, then why are the two largest electronic distribution company stocks doing so well. Both were very strong today, with ARW making a new yearly high and AVT up $2. I think they would tend to reflect the macro outlook for electronics products better than most. It would be consistent with your view if the market is first killing those stocks with direct sales exposure to Asia, which ARW and AVT may not have much of.

To: Asymmetric who wrote (911)	12/2/1997 7:36:00 PM
From: BenYeung	Read Replies (2) \| Respond to of 2542

Peter, what are some of your picks? Assuming the Asian currencies' impact are far worse than what we think, then what will your investment strategies be in this worst case scenario? Are there any stocks that you like which does not have a large exposure to the Asia countries, and have minimal impact by commodities prices. (such as coffee beans for coffee shops, oil prices for drilling, oil, airline..) To tell you the truth, I am pretty bullish and only see a short term weakness(today's Nasdaq down 24 points and maybe another few days of decline and/or rollercoaster ride). But I would really like to hear what you think. What sectors look bright ahead?