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

To: patroller who wrote (1858)	10/19/1998 4:40:00 PM
From: kolo55	Respond to of 2542

Its been a good week for the larger ECM stocks. Today, SLR rallied nicely, with many of the others up as well, adding to recent gains. One stock that hasn't participated is DIIG, and I have posted some comments on the DIIG thread in this post(and the post that follows it on the DIIG thread): Message 6072663 I still hold my FLEXF and JBL, and plan to. Jabil should have a very nice report in December, hopefully along with a new contract announcement. And FLEXF should have terrific earnings again to report in January. Analysts are expecting FLEXF EPS to rise to 66 cents versus 60 cents in the SepQ, driven by excellent top line growth. Paul

To: patroller who wrote (1858)	10/19/1998 4:53:00 PM
From: Douglas V. Fant	Respond to of 2542

patroller, I am the proud owner of a handful of DIIG shares as of last week too. DIIG's earnings (as well as AFLX's earnings are out on October 22). JBL and FLEXF are doing really well. Let's see if DIIG can also benefit from the acceleration in the outsourcing trend.... I'm betting that their latest acquisitions in China and Germany will put them in such a postion to support multinational manufacturing contracts... Sincerely, Doug F.