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


To: Creditman who wrote (1043)12/28/1997 12:15:00 PM
From: patroller  Respond to of 2542
 
Thank's again Creditman,I'll buy that.Rich look's like you and I just need to buy more stock in the company's we follow.Because sooner or later the street is go to see,what Creditman already know's.good luck patroller



To: Creditman who wrote (1043)12/28/1997 3:58:00 PM
From: Joe Dancy  Read Replies (1) | Respond to of 2542
 
Hey Creditman - was a good article in Barron's this weekend that mentioned the ECM sector and how hot it has been, and how it should not be impacted by Asian problems, and how companies are posting record earnings and revenues - by Eric Savitz if I recall.

He mentioned the larger ECM players and the Frost and Sullivan study saying the ECM sector would grow at a compounded 26.1% for the next 5 or 6 years. Geez, I'd settle for a 26.1% compounded return in my portfolio over that time period -g-. No mention of the smaller players.

Best - Joe