Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Douglas V. Fant who wrote (1395)	3/24/1998 6:33:00 PM
From: Ron Kory	Read Replies (1) \| Respond to of 2542

What I find interesting about the action in techs the last couple of days is that a couple of big stocks "miss" like BAY and QNTM and yet their stocks rally anyway. Moreover, box makers and networking stocks are rallying as investors "feel better" about their prospects. Presumably these stocks have discounted whatever terrible things are occuring. That said, investors have marked down the ECM group because of the weakness in box makers and networking stocks. It would seem to me that if the box makers and networking stocks rally then the ECM cannot be far behind. ron kory