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


To: Rosemary who wrote (1359)3/18/1998 4:10:00 PM
From: Douglas V. Fant  Respond to of 2542
 
Rosemary, There are adjustments for Asia- and there is oversold- I'll guess oversold here.....Sansone's remarks on CNBC reassured me on ECM's generally- not that they'll reverse course and blast northward and recover all lost ground, - they won't-

But there's value here IMO for a value investor- and now's the time to buy- when everyone is convinced that ECM's are dogs....

Sincerely,

Doug F.