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

To: rich evans who wrote (1949)	1/11/1999 11:20:00 PM
From: patroller	Read Replies (1) \| Respond to of 2542

Rich I work at Silver mt. its more of a power skiers mt,lots of hidden fluff in the trees and real steep,powder mag.rated it one of the top ten small resorts in the US ,both are as good as the snow is but lots cheaper.I agree that now is not the time to press it up,just dont fold up the tent ,we have at least 1 to 2 year of very high growth in the bag ,I'd say 50-100% per year grow in jabil and flex and their only trading as if they're only growing at 30% thus the 30+times earnings,I know everyone can add real well,so if Iam correct in the stated growth we are under value by 20-70% .Iam confident in my assessment so for me this is a very safe investment.lots of good skiing to you.patroller

To: rich evans who wrote (1949)	1/15/1999 2:34:00 AM
From: kolo55	Read Replies (1) \| Respond to of 2542

Again the ECM sector showed some resiliance today. Many of the stocks were up most of the day, before succumbing to the selling pressure somewhat. Well enough of business... this is a slow thread, so I'll talk Off-topic a bit. I got your package by UPS today. What a surprise. My wife saw it, heard it was from an SI friend, and suggested it was probably a bomb(ggg). Great, great picks; Rosenblum and Ravenswood are two of the three R's of Zinfandel according to the Connoisseur's Guide to California Wines (the third is Ridge). I particularly like visiting Rosenblum on Alameda island, next to where the ferry from SF to Oakland docks. And my gang loves to go biking and wine tasting in the Russian River valley where the Ravenswood grapes were grown. Thanks a ton, and my wife says the gift is great. They're resting comfortably in my cellar, and waiting for your next visit to the Bay Area. Paul