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

To: 18acastra who wrote (989)	12/17/1997 10:37:00 PM
From: Robert G. Harrell	Respond to of 2542

Lots of discussion about the Nextlevel deal on the CUBE thread. The answer may be in one of their posts. They, of course, are looking for who will supply the MPEG chip but posted lots of info. How good a deal is JBIL at today's closing price? I grabbed some DIIG when you guys said it was a steal and scooped up some FLEXF and HDCO this week. JBIL would be next on my list if I can free up some cash. Bob

To: 18acastra who wrote (989)	12/18/1997 11:02:00 AM
From: 18acastra	Read Replies (3) \| Respond to of 2542

ECM sector selling off today because Plexus announced bad earnings. Plexus down about 30%. Investors don't understand that scale, global players like SLR, FLEXF, JBIL, SCI growing at expense of poorly positioned, second tier players like Plexus. Plexus announcement is irrelevant. I think over time, the second tier players like Plexus, ACTM, etc. will continue to struggle because the scale players will get all the best business. Plexus and ACTM problems are good examples of this hypothesis. My opinion.