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

To: Asymmetric who wrote (1470)	4/27/1998 11:30:00 AM
From: kolo55	Read Replies (1) \| Respond to of 2542

That was fast Peter. I just read that on WSJ Interactive, and then jumped over here to post. I suspect that this comment, along with the general market sell-off based on higher interest fears, is whacking the ECM stocks today. Actually, given all this bad news, I'm surprised some of the stocks are holding up so well. Look at Solectron, down only a fraction, at this point. My Chinese stocks and some others in my portfolio, have held up well considering. Hmmm, wonder what will happen this afternoon as this sell-off wears on. Paul

To: Asymmetric who wrote (1470)	5/2/1998 1:54:00 PM
From: kolo55	Respond to of 2542

More H&Q commentary. This from this week's Barron's Plugged In article on H&Q conference by Eric Savitz: Paul Meeks, who's about to give up a research and fund management job at Oakland-based Jurika and Voyles to run a new global large-cap tech fund for Merrill Lynch, likes another group of battered stocks -- the contract manufacturers like Sanmina and Flextronics. Meeks, who last appeared in this column to make a case for lottery-systems provider Gtech, argues that the market is mistakenly assuming that the companies have a big exposure to the weak PC market, when most of their revenues come from communications equipment firms.