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

To: jeffbas who wrote (1402)	4/3/1998 1:29:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 2542

Question to all the experts here. I have followed the ACTM mess with painful attention. I am looking for a reality check. There is plenty of info and my analysis on the thread. My overall assessment is that IF earnings recover to levels suggested by mgmt statements, maybe $.25+ by Q4, the valuation has little room to improve before it runs into those on HDCO, DIIG, PGTZ, etc., better companies without proven poor mgmt. Is my thinking sound? Also is dropping of coverage by Robertson-Stephens and Shroeder firms as bad a sign as to their opinion as I have suggested? General ECM questions. Are industry prospects deteriorating to the extent suggested by the stock prices? (ACT on conf. call did talk about more competitive/tougher pricing environment.) What is your favorite ECM value now?