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

To: patroller who wrote (1032)	12/27/1997 5:08:00 PM
From: Creditman	Read Replies (1) \| Respond to of 2542

Patroller ... Just remember that there is a difference between PCBs like Hadco and PGTZ and full blown assemblers like Solectron. The PCBs are more specialized and smaller but sometines they are more profitable too and they are tending to be bought up lately by bigger outfits so there is a possibility of making money when your PCB goes into play.

To: patroller who wrote (1032)	12/27/1997 5:14:00 PM
From: rich evans	Read Replies (2) \| Respond to of 2542

Well the big boys are probably the safe play but they all go for a pe of 20 and higher psr of around 2. I think PLXS i.e and ACTM down at 10 PE and .5 PSR have a price which overly discounts and thus they have more price gain potential in the next year.Also FLEXF and DIIG which the analysts in my opinion are underestimating as to sales and earning. But the cheapest are the board makers at this time IMO. But I am pretty well stuck buying calls and selling puts at this time as just changing pigs at the trough among these stocks doesn't make much sense. GO 98. Rich