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Technology Stocks : IMSX - International Manufacturing Services -- Ignore unavailable to you. Want to Upgrade?

To: Typhoon who wrote (18)	2/1/1998 2:39:00 AM
From: Kerry Lee	Respond to of 69

Mr Typhoon, you wrote: <<Stock is cheap and rumors of a new customer and a major new customer in the next two quarters could make this a strong stock.>> 1. Please clarify what you mean by "stock is cheap". Are you referring to the fact that it is single digits? PE? PSR? The operating margins look pretty low to me compared to other tech sectors and perhaps this is why the market cap is so low?? I made some money on ELEX a couple years ago before it was bought out by SANMINA so I know that margins tend to be lower for contract mfgrs... 2. Could you please post when earnings are due out and what the Underwriters who follow this stock are projecting for revenues/eps? 3. What is the investment thesis for buying now as opposed to waiting for another1-2 quarters to see if /when disk drive sector and Asia situation turns around? What is IMSX's exposure to Asia like??? 4. Is it possible for you to put some flesh on the bones of these rumors? Feel free to e-mail me privately if posting it on the Internet is inappropriate. Muchos gracias.