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

To: unregmarket who wrote (20)	2/4/1998 7:55:00 PM
From: Kerry Lee	Read Replies (1) \| Respond to of 69

Impressive volume and price appreciation in past 2 days. Just read the last 10K and one thing struck me. The main manufacturing facilities are in China and Thailand. One hypothesis is that IMSX margins/pricing flexibility will greatly benefit from the recent Asian turmoil/currency devaluation. Based on the last quarter's eps of $.15 and the revenue growth of 100% over YA, my topline thinking is that this company's market valuation looks dirt cheap. Does anyone know what caused the stock weakness in the Dec/Jan period??? Also, I have heard that 4 firms follow this stock. WHO covers IMSX besides Alex Brown? Thanks.