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

To: Creditman who wrote (1743)	9/15/1998 8:24:00 PM
From: patroller	Read Replies (1) \| Respond to of 2542

For those that care to know here's how I see it.SLR brought big time attention to the ECM's and every long player and short player is trying to figure out how to play this sector. Gentlemen we are in play! Lets look at it like were them . HEY joe holy cow look at that solectron .Yea wow wish I had some of that ,take a look at this chart is so green my eye's cant look at it.wonder what they do Bob,HELL who cares the chart says buy we buy see anybody else in that sector will buy a whole basket. .. (so much for the techs) now the fundamentals.Bill I told you we shoulda bought that slr ,looks to rich to me now ,Ben how bout jbil or flex maybe they got the goods too,Bill you aren't going to believe this IIII think I'amm dreaming .Bill starts give his friend CPR THEN yells to the trader buy buy buy.(Now the hedge funds guys ,there only one cause there loners,let see hmmmmm got it! short slr and buy flex and jabil sci.OH Karen order me a hamburger and two cold ones. (NOW THE SHORTS) put your head between your legs and kiss it good buy. So the way I see it is we ride the three big guys cause thats were the moneys going tell they get to rich. So boys it pay back time in the next 4mo's we got a chance to make a Ton.THANK YOU VERY MUCH SLR and the fact were the best game in town.jm little ol ho patroller

To: Creditman who wrote (1743)	9/16/1998 12:34:00 AM
From: Kent Sarikaya	Respond to of 2542

Creditman, AFLX had been doing better than SFLX because they had diversified more than SFLX. Hard drive business is still a key part and the company has acknowledged it would not hesitate to increase hard drive business once things turn for the industry. One day you hear the inventory levels in the drive business has really improved and that months of inventory are down to a couple of weeks, and then you hear Seagate announce things still aren't good. AFLX's CFO has stated that they have hard time predicting more than 3 to 4 weeks out with the current environment of quick product cycles. If you read the posts for AFLX you hear 2 stories, that company is in very bad shape due to a cash squeeze, decline in orders and margins and production quality. The other story is that they have only used 50% of available credit, orders have picked up and the production problems are over with. After current production, new products will be developed under higher margins due to cost saving steps taken in the previous quarter. That they will poised for the up tick in orders and environment in 1999 and new added capacity in Thailand. My hopes and the fact that I am still holding is that my gut is in line with scenario 2, but the price sure is in line with first scenario.