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

To: 18acastra who wrote (929)	12/3/1997 9:59:00 PM
From: Pierre	Read Replies (1) \| Respond to of 2542

18acastra: I'm curious if you're still short the box on full SANM position, and if so at what level you intend to cover. I shorted a little too late (greed), and covered a little too early (more greed) - but fortunately can't afford to sell so haven't yet given in to fear. Do SANM and JBIL warrant their current 20x forward earnings - especially with others around 12 to 14? Will they shortly return to 25-30 times forward earnings? I think so and have been buying January calls just to persuade myself.<g> Finally, have you had a chance to review the "book" from management regarding the merger? If so, do you see any red flags there? TIA. Pierre