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

To: patroller who wrote (1036)	12/27/1997 10:57:00 PM
From: rich evans	Read Replies (2) \| Respond to of 2542

Yes Jeff can confirm what you say. I was suggesting a risk/reward based on price. In the board making area i.e. there is Merix which Creditman mentioned earlier. Their yearly sales are appproaching 200 mill. If they could only turn "it " around and approach industry margins their stock which is at 14 could zoom with only 6.5 mill shares out. But they are stuck in the mud so to speak IMO. Their product mix must be a very low layer count since their gross margins = HADCOs operating margins. They are expanding though. I soldd the stock after they reported for 97 because their problems seemed never ending but some day,,, Rich