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

To: 18acastra who wrote (2034)	5/6/1999 3:53:00 PM
From: Pierre	Read Replies (2) \| Respond to of 2542

IM - TECD How about Reptron (REPT) if your looking in that direction? This is the one Milan Mandric (sp?) of Elexys fame got into recently. Curious your thoughts. TIA. Pierre

To: 18acastra who wrote (2034)	5/6/1999 9:34:00 PM
From: Sam	Read Replies (1) \| Respond to of 2542

OT -- distributors 18, How about HS? Got bombed out, selling for PSR of less than .05, had a crooked GM in Europe, so far the rest of the company hasn't been implicated, but their CC is coming up next week, we should know more then. Incredibly cheap $9 billion company if they are basically honest. Largest distributor in Europe, also has been buying in Asia and LA over the past year and a half, but has called a moratorium on buying anything until they get a better handle on their accounting.

To: 18acastra who wrote (2034)	5/7/1999 10:59:00 PM
From: Yankee Trader	Respond to of 2542

Dear 18acastra, I'm wondering why the interest in distributors? Are you talking about distributors in general or distributors to the tech sector? Would you please take the time to elaborate. Is it "distributors" because of all the things that are being/going to be distributed via the net? Trying.... please enlighten. (CTS, an ecm, sells/distributes their own manufactured parts. On YAHOO news today I see that they have just released a new 56page Full-line Cerment Register products catalog --whatever those are.) Thanks for a response. Yankee Trader MV

To: 18acastra who wrote (2034)	5/12/1999 10:42:00 AM
From: rich evans	Read Replies (1) \| Respond to of 2542

18, you sure called this as to distribution. With the recent CPQ announcement plus Apple and Seagate already there and rumors of HP and IBM following suit , distribution seems to be a new opportunity. But you have to pick the right ones and IM and TECD seem to be some of the best. Rich