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

To: rich evans who wrote (974)	12/16/1997
From: kolo55	Read Replies (3) \| Respond to of 2542

ECM land is target rich environment today. I can't believe I bought Flextronics and Jabil for 31 on Friday and today. And I see Hadco in the low 40s, and ACTM at 13, I drool. But I'm trying to buy leveraged upside, with great growth potential, and right now that is Jabil and Flextronics. I think both will gap open tomorrow, following the Solectron report. Jabil could be in the high 40s by the weekend, if their report tomorrow explodes the myth of an ECM slowdown. I wonder if I'll have the time to take the ride and then be able to pick up other ECM bargains at their current prices. I doubt it. I think the whole sector will rally this week, and mark the end of the strangest sector correction I have ever seen. Paul