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

To: Creditman who wrote (934)	12/4/1997 8:46:00 AM
From: Rosemary	Respond to of 2542

Creditman, Here's a believer: JABIL CIRCUIT INC (Nasdaq:JBIL - news) Down 4 1/4 to 39 7/8... BA Robertson Stephens thinks stock down on backdraft of reduced COMS estimates... Would use pullbacks below $40 to buy JBIL... Co. unavailable.

To: Creditman who wrote (934)	12/4/1997 12:26:00 PM
From: Joe Dancy	Read Replies (2) \| Respond to of 2542

Creditman: The ECM frenzy has now spread to Europe - the place where the only small ECM I own (and I own a bunch) SFLX isn't - but the merger and consolidation theme plays on here: members.aol.com Interesting when I first looked at SFLX all the seven analysts who followed had a buy or strong buy on the company, and things just looked so good. Oh well, still holding and watching some of you guys who picked a little better make money. I'm still a believer in this sector though, and in SFLX. I ran across another interesting article for grins about the average Microsoft employee who now has $1 million in paper profits in options: members.aol.com Best - Joe