Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Asymmetric who wrote (1095)	1/9/1998 4:44:00 PM
From: Creditman	Read Replies (1) \| Respond to of 2542

OK Mr. Quon, P ... I was right too. I have been out of ECMs (except for a 24 hr foray into CMCI last Friday) and I have 100% TESMF and DSSI now ... lot of them, too much to be healthy but lots! DSSI was unchanged today and TSEMF was down around .50 but both are up healthily for this week. (Still good buys if you're interested!) I expect TSEMF , now $10.50 to be $15 real soon and DSSI at $5 will be $10 ... they are "in play" as of today. That all said ... I think people sell to take out profits when they get scared and the Hadcos and Sanminas and such have been up a lot and so sold off. There is no way Asian ECMs and PCBs will make a dent here. Our guys own the best Asian factories already anyway.