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

To: Creditman who wrote (1924)	12/15/1998 2:08:00 PM
From: Robert G. Harrell	Read Replies (1) \| Respond to of 2542

Creditman, Best Buy's results agree with your observation. biz.yahoo.com ''Strong sales of technology products, such as DVD, DBS, digital cameras and cellular telephones, as well as entertainment software, contributed to our record sales and earnings,'' Schulze said. ''Increased efficiencies year-over-year have allowed us to improve product in-stock and inventory turns to capitalize on these sales trends. Consumer confidence combined with hot technology products and great deals kicked off what should be a strong holiday season at Best Buy.'' I got stopped out of Jabil last week at 62 1/4 (virtually the low for the day, of course). Before I bought back in, I thought I would revisit the valuation data. I was surprised to find that it had caught up with SLR. In fact, WSRN.COM's data showed a higher P/S. Because you all have been so knowledgeable about these stocks I had intended to ask opinions before I did anything. When I heard SLR's results I decided to shoot first and ask questions later. Felt kind of stupid for the first couple of hours after buying back in but now look a little smarter. So here is the "ask questions later": Are we getting near the upper end of what we should expect from the nice ride we've had? Thanks to you guys I have bought or held DIIG, FLEX and JBL for a great profit. My only regret is that I'm too conservative and tend to stay over diversified so I only bought in the hundreds of shares of each. You guys must be having a very merry season since I'm guessing you hold thousands of shares. You've earned it with your excellent research and courage to hold on through the dark months. I feel like a freeloader but am very appreciative of your sharing on this thread. Happy holidays, Bob