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

To: Rosemary who wrote (1303)	3/12/1998 12:15:00 PM
From: Creditman	Respond to of 2542

lOTS OF ecmS ARE DOWN BIG TODAY. THAT'S ALL I KNOW, SORRY!

To: Rosemary who wrote (1303)	3/12/1998 1:27:00 PM
From: Asymmetric	Read Replies (1) \| Respond to of 2542

BT Alex Brown Downgrade of SCI is 2nd in 2 weeks Rosemary, last week, Lehman Bros took SCI Systems rating down a notch, from a category 1 to a 2 (not sure what that means except it's not a positive), and today BT Alex Brown reduced it from a strong buy to a buy. Price looks very attractive at $37 and change, and last time I looked people were still buying computers. SCI still has very aggressive expansion plans in place, which should bode well for the future. Judging from ECM sector weakness though, looks like no big compulsion to buy at this point by powers that be, so end of March/ portfolio window dressing might end up offering an even more attractive price. If you put in a low-ball limit order you might be surprised at what you might get this stock at. If you can overlook short-term weakness in this stock, SCI should do well for you if your timeframe is one or two years out. Just my two cents. Peter.