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

To: kolo55 who wrote (1491)5/4/1998 7:43:00 AM
From: Asymmetric  Respond to of 2542
 
Grim Reminder that Crisis in SE Asia Deepens,

Just a reminder to everyone to keep their investment feet
firmly on the ground, and that perhaps one shouldn't be so
quick to dismiss the Asian crisis.

smh.com.au:80/daily/content/980430/world/world2.html

Very interesting article in IBD about Robert Rodriguez, of
FPA Capital, one of my heroes in the investment world. He's
taking a big position in gold stocks. Hmmmm.

techstocks.com

Just thought I'd stir the waters a bit. Good luck to all. Peter.



To: kolo55 who wrote (1491)5/4/1998 1:19:00 PM
From: patroller  Respond to of 2542
 
Paul and jeff I like my ja~aflex da index for a better return.patroller



To: kolo55 who wrote (1491)5/5/1998 7:59:00 PM
From: kolo55  Respond to of 2542
 
K*TEC has a lousy quarter with more to come.

Domestic ECM companies continue to report bad news. Just last week or so,it was IEC Electronics(IECE). Now its Kent Electronics(KNT) K*TEC division. Maybe this will cause a sell-off in other domestic ECM stocks tomorrow.

Anyway, here is the text from the earnings release(read to the section entitled "Outlook"):
Message 4338788

Also a KNT shareholder has some interesting observations prior to the release:
Message 4337892

Paul


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