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

To: John Morelli who wrote (1540)	5/24/1998 8:35:00 AM
From: Joe Dancy	Respond to of 2542

I share your concern about the management of NTAIF. Al Frank of the Prudent Speculator recommended them recently - and he is a very good value based growth investor - but from the stuff I pulled up from article data bases management appeared suspect. Then again, that could be said about a lot of companies. They keep turning up in my financial screens though. Barron's had an interesting article this weekend on Kent Electronics - they have taken a hit also - positive picture overall from the tone of the article. I looked at Kent a while back and also passed for reasons I can't recall off the top of my head. In any event, this sector has been hurt so bad with the recent slump that we can't help but rebound from these levels. Interesting article on how the Dow is masking a correction of the smaller caps at pathfinder.com Barron's also noted this weekend small caps are at valuation levels not seen in quite some time. Joe