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

To: Rob Preuss who wrote (1270)	2/26/1998 8:51:00 AM
From: Robert G. Harrell	Read Replies (1) \| Respond to of 2542

Unfortunately CTS has no analyst coverage. In their last conf. call they said they were working on getting it. They seem to be playing catch up in the "Wall Street Game". The last CC was the first time they've ever made a replay available. Gabelli is a big holder. Question for anyone: Is SMTC considered a part of this sector? If so, is there anything about it that distinguishes it from the others. The reason I ask is that Todd D. Wiener, who is a professional analyst and posts regularly on SI, has SMTC as his #2 pick for 1998 right below THQI which blew away estimates Tuesday and made me a lot of money yesterday and hopefully a lot more today and in the next year or two. I know he has been following Semtech since it was real cheap, single digits I think, but don't know if there is anything really special about it as opposed to JBIL, FLEXF, DIIG, SMOD to name a few that probably have similar charts. TIA--Gotta go, just got a call from the church secretary reminding me that I'm leading singing Sunday and I haven't given her my song list. Bob