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

To: rich evans who wrote (1717)9/9/1998 3:03:00 PM
From: Douglas V. Fant  Read Replies (1) | Respond to of 2542
 
rich, I own alittle SCI and HDCO, and am watching SLR too. Also what gives with AFLX? Talk about a "ponded down" small cap...

Don't know when profit margins will improve and the downside will end, but like you I'm guessing that a number of ECM's are searching for bottoms in current trading ranges- heck some of the Price/Sales ratios have fallen far below 0.5!

Sincerely,

Doug F.



To: rich evans who wrote (1717)9/15/1998 1:30:00 PM
From: Creditman  Read Replies (2) | Respond to of 2542
 
One of the non-public but still significant members of the industry ... Microvia, located in Florida, filed bankruptcy today. This is the trend I expect ... smaller guys getting out and the bigger ones prospering.


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