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

To: Douglas V. Fant who wrote (1365)	3/21/1998 11:04:00 AM
From: Ron Kory	Read Replies (2) \| Respond to of 2542

Is it correct to say that FLEXF is primarily in the telecommunications sector and has no exposure to the PC area? ron kory

To: Douglas V. Fant who wrote (1365)	3/21/1998 11:14:00 AM
From: Creditman	Read Replies (1) \| Respond to of 2542

I still think ECMs will do just fine and the present stock problems make super buying opportunities. Do I know anything ...nah, nobody knows anything for sure about how Asia will impact ECMs or about how all the consolidations will unfold. I do have some expertise. In fact, I was not dealing with the issue but I was there in person in New Hampshire yesterday when the Hadco buys CCIR deal was officially done. I've studied these firms from an operational, how-are-they-doing-financially viewpoint for twenty five years or so. I think they will be Okay and so will the brave investors who stay with them.