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

To: patroller who wrote (1726)	9/13/1998 6:38:00 PM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 2542

patroller and Creditman, You both raise lots of good points. I'm wondering about the distinction between "pure" board assemblers, and "mixed" assemblers- is that a sufficient distinction in light of currency and capacity concerns. I tried to "hedge my bets" and buy one of each- SCI and HDCO... Also what do you think of some of the ECM small caps.many are trading near book value- do you think that that book value will slip if they continue to see poorer business conditions unlike their bigger brothersand sisters? Sincerely, Doug F. Note too- T. Rowe price recommended a list of stocks for big earnings gains in 1999 and SLR was included...