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

To: jeffbas who wrote (1182)	2/2/1998 11:47:00 AM
From: kolo55	Read Replies (1) \| Respond to of 2542

You asked about ALRN and CCIR on the FLEXF thread. I haven't done a thorough analysis of these companies for some time now. Therefore, I can't answer your questions well. There was some discussion on the ECM thread last summer and fall on both companies, and both look like good values. However, as you know, I'm seeing the biggest growth in the foreign markets, so I'm more inclined to invest there. Today, I see that Hong Kong, Indonesia, Phillipines all gained 10-14% last night, and the ECM sector is strong today. The blood was in the streets in Asia, and that was the place to buy. I believe that FLEXF and SLR were knocked down unfairly because they had operations in China, and Deswell (DSWLF) and Nam Tai (NTAIF) were pounded because they are HQ in Hong Kong and operate in China. China has the lowest labor rate, and probably caused the devaluation in the other Asian countries. See this post on the Deswell thread: Message 3056873 For those that are risk averse to the Chinese companies, I like the "break-out" ECM stocks, FLEXF, JBIL, and DIIG the best. But given the way the industry leader in boards is down, HDCO looks very attractive right now, and its valuation out of kilter with the likes of SANM. All this is JMO. Paul