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

To: Creditman who wrote (1560)5/31/1998 4:56:00 PM
From: jeffbas  Respond to of 2542
 
I can wait.

I had in mind the ACTM, ALRN and PGTZ sized companies. If the big worldwide companies like the big four are selling down in the market, what reason is there not to limit your investments to them,
assuming that the smaller ones are probably having an even tougher time fundamentally.

Do you have an opinion of the KNT ECM operation, aside from its historical focus on now weak sectors like semi-equipment mfg?


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