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

To: Creditman who wrote (1703)	9/3/1998 11:03:00 AM
From: Douglas V. Fant	Respond to of 2542

Creditman, Agreed! Mr. Sola said that both new orders and backlog looked good. Mark on CNBC noted that SANM worked primarily in the telecommunications and medical areas with just some box maker exposure. Also note Morgan Stanley upped its estimate for INTC's earnings this morning. Also on the CREAF Thread we've been discussing the unavailability of DRAM chips. Maybe a couple of litlle signs that even in the computer hardware arena we are moving toward equilibrium in demand... Sincerely, Doug F.