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

To: Rob Preuss who wrote (1171)	1/23/1998 4:22:00 PM
From: Rosemary	Respond to of 2542

Rob, That's why I don't add too much to this thread. I don't actually know when they say they are selling gate array's to another company, what the heck is a gate array? And why would anyone want one? I look more at the numbers. Sequential earnings, ROE, ROA. Debt ratio's. This sector is down, and to find a money making sector like this one, is a dream come true, if you pick the right companies in it. Almost anyone is the right one, they're all makin money! Another thing, alot of them share the same customers. Its an amazing sector.