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

To: rich evans who wrote (1695)	9/2/1998 11:30:00 AM
From: David Seltzer	Read Replies (1) \| Respond to of 2542

If sanm is at $24 that makes alrn equal to its minimun,$13.63 per share.If sanm is at $20 that makes alrn equal to $11.36.Based on the merger terms I don't understand why alrn is selling for $11+. What am I missing? David

To: rich evans who wrote (1695)	9/2/1998 5:07:00 PM
From: Robert G. Harrell	Respond to of 2542

Rich, Were you in the market during the '70's? I sold all my stocks in late '69 and early '70 and plowed everything into my just begun nursery business so I wasn't following the market. Did all stocks regress to a certain P/E mean regardless of growth rate or did companies that were growing outperform? What about 1990? Jim Cramer was on Squawk Box this morning and talked some about 1990, which he thinks the coming few months may mirror until the negative news stories play out. It sounded like all stocks got killed regardless of value. If value won't matter, then FLEXF and others are still not buys right now and it's probably too late to sell. Thoughts anyone? Bob