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

To: rich evans who wrote (1009)	12/19/1997 1:36:00 PM
From: Creditman	Respond to of 2542

I bought a bunch of PLXS this morning. I guess I see things your way, Rich.

To: rich evans who wrote (1009)	12/19/1997 2:02:00 PM
From: kolo55	Read Replies (3) \| Respond to of 2542

I agree with your analysis on Plexus. I also see the value in stocks like Hadco etc at this point just as compelling. Wish I had more money, but I just bought FLEXF and JBIL on Friday/Monday at 31, and I can't see selling them so fast to buy Plexus and Hadco. I think they are just as good (probably better LT plays) even at their current price of 35 and 39. Actually FLEXF sold off to below 33 for a while this morning, and I consider that an excellent price for FLEXF. They should report outstanding revenues for the DecQ in January, so the pay-off on those shares may not be too far away. But I think you and Creditman will do fine with your purchases. After yesterday's washout in Plexus, I'm hoping the stock takes some time and builds a nice base here over the next several weeks. I can update my analysis, and see if I can justify selling something to buy Plexus. Paul