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

To: kolo55 who wrote (1750)	9/16/1998 12:02:00 PM
From: Douglas V. Fant	Respond to of 2542

Paul, Hedge play sounds like a good bet. I also took a "chance" and just bought some AFLX, a small cap flex manufacturer. Right now it's selling at about 1/2 of book value and a P/S ratio of 0.15. Yup you read that right. It is similar to SCI in terms of the unbelievably low P/S ratio. Will its business get gobbled up by bigger ECM's? In this case probably not since it is a specialty flip chip assembler. I believe it more likely that a HDCO or SANM picks up AFLX as an acquistion since growing demand for flip chip assembly should make AFLX' assets of value.... Sincerely, Doug F.

To: kolo55 who wrote (1750)	9/16/1998 7:39:00 PM
From: Ron Kory	Respond to of 2542

Am I missing something or shouldn't CLS start rallying too? Afterall, they are the third largest ECM. ron