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

To: patroller who wrote (1562)	5/31/1998 7:46:00 PM
From: patroller	Read Replies (1) \| Respond to of 2542

Here's some more if everything stayed the same for the ecm and its customers sales and earnings growth quess who would pay their market cap first? RIGHT ON exsample it would take csco 50 years to pay off and jbl 17 years,csco would have to grow three times as fast I would say they would grow eqaul at the worst case.jmho patroller

To: patroller who wrote (1562)	6/1/1998 3:14:00 PM
From: Asymmetric	Read Replies (1) \| Respond to of 2542

What a Dreary Day, (Nasdaq -34) Gotta believe a lot of players in the tech sector are getting margin called after today. Hard to determine fair market, especially when market is being driven by emotion, like it has been last couple of weeks. Fear will override fundamentals, and your stock will be worth only what someone else is willing to pay for it today. Lot's of momentum players switching to the short side, so stocks will be driven below fair value...and which doesn't help the mix any. On the bright side, lot's of tech stocks/tech indices very close to supports. Don't see any lift for today - maybe Weds/Thurs for rebound up, IMO. Peter