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

To: rich evans who wrote (1697)	9/2/1998 2:17:00 PM
From: David Seltzer	Read Replies (1) \| Respond to of 2542

Rich, Thanks for the confirmation.I thought that the "gap" should be smaller,even at this stage of the proposed merger.Regulatory approval and shareholder approvals should not be a problem,and I think this deal will close within 8-10 weeks.Since there is little uncertainty about the merger could the time value of money for 2 months be worth $2 a share? David

To: rich evans who wrote (1697)	9/3/1998 9:30:00 AM
From: Creditman	Read Replies (2) \| Respond to of 2542

If you did not see the CNBC interview with Jure Sola, CEO of Sanmina, he was extremely positive about the ALRN acquisition and business in general. He said the have "the biggest backlog in history". Sounded real good!