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

To: big guy who wrote (1235)	2/11/1998 2:01:00 PM
From: Robert G. Harrell	Respond to of 2542

Let me add my amen to Jacob's question. I actually logged on just to ask this board about SMOD. I bought it much later than my other ECM stocks and yet it is up the most. Any thoughts on why? While I'm throwing out questions, I'm guessing that there will be a new round of warnings based on the Asian problem beginning in March and wonder if this sector will get hit again. Would it be smart to sell in about three weeks and then buy back after the warnings? If we have a tech sell off, will these stocks move with the pack? If I wasn't margined to my eyeballs I wouldn't worry and just hold on through the year. My strategy when I bought these was to hold them until earnings and probably pick up an easy 20% and move on but the upside potential now seems much much greater over a longer time horizon. All suggestions are welcome. Bob