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

To: patroller who wrote (1407)	3/28/1998 1:02:00 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

Patroller, Your analysis is correct, I believe and is the value added analysis by an analyst which was posted and referred to I believe by Paul K awhile back. I am wondering I guess whether the specific"model" used by JBIL which you described will be subject to reduced margins for JBIL without commensurate top line growth to balance. I think/hope the word is getting out on FLEXFs possibilites as it is holding up so far despite JBILs weakness. I hope it will continue since my April options are coming up. Rich