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

To: patroller who wrote (2085)5/15/1999 12:15:00 AM
From: MGV  Respond to of 2542
 
We all can learn. I can, you can. An open mind is all that it takes. Don't assume so much.

Pay some attention to the transformation that is taking place at CLS. Its not IBM now. While you preen, their margins are improving, both from cost cutting/better acq. integration but, also due to higher margin, i.e. more value added service. The market is telling you something about your jaded view of CLS. Listen to it.



To: patroller who wrote (2085)5/15/1999 3:50:00 PM
From: Marc  Respond to of 2542
 
Just curious patroller ??

>>still I get asked for advice via private messages all the time<<

Did you also recommended shorting CLS ??

Regards,

MArc

PS: At this stage, i think i prefer the lower margin of CLS on bigger revenues, lot's of space to improve margin, so bigger increase in earning in the long term, when gross margin improve.JMO.


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