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

To: MGV who wrote (2084)	5/14/1999 11:59:00 PM
From: patroller	Read Replies (2) \| Respond to of 2542

Mgv I suppose my track record doesn't mean much to someone so new,most may not agree with me ,but still I get asked for advice via private messages all the time so they at least like to here me talk<ggg> so here's alittle ,CLS is the old ibm'ers mentality and their biz model reflects Sci more than it does SLR ,saying it another way, they make the lower margin stuff,samn while a good company makes back boards and is not a true assembler,so while they will get some that can be said about lots of folks,their will be only three big winners, jabil(already has the Nortel/bay stuff 96 products) flex and slr those guys will get the best products because they are the fastest to the market world wide of complex manufactoring circuit boards. So even though you are late to the game you can still learn.pay attention it will help you.patroller

To: MGV who wrote (2084)	5/15/1999 12:23:00 AM
From: kolo55	Read Replies (2) \| Respond to of 2542

Well... you can show the mule the water... ... but you can't make him drink. The people I care about, understand the trading strategy I outlined, and are making plenty of money. I really don't have to spend the time to go over the record, document the lies, mis-representations, and confusing double talk you put up in your recent posts. If you don't want to learn anything, and know everything, it would be a waste of time any way. And when you are way off base, it doesn't pay me any benefits to spend the time correcting you. But let me at least tackle your statement in a general way: I wrote:I'm still way ahead of a net long position in CLS You Wrote: Wrong. Very Wrong. The fact is the market is trashing your relative valuation judgement. You might want to reevaluate and try to find what you missed. My current response: I have stated that FLEX should trade at a 30-50% premium to CLS stock price (IMO). Today FLEX closed at just less than a 30% premium. The strategy I outlined beats the pants out of any buy/hold strategy on any single ECM stock (especially in an IRA or margin account), by capitalizing on the excessive volatility in this sector, and by judiciously using margin. Someone once said, to make money trading Treasuries, watch the yield curve. Well, if you're bullish on the ECM sector and want to make money trading these stocks, watch the relative valuations of the ECM stocks. Paul