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

To: kolo55 who wrote (2098)	5/21/1999 4:14:00 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

Keith Dunne seems to have based his report on TTM earnings. The whole sector is generally weak last two days. But as you say a paired trade does mitigate the risk which I think is the key. These stocks should move together either up or down or flat. SLR announced another acquisition today in the repair area and I think I read they are expected to bid on the Nortel Networks divestures. But as in the past the relative valuations should merge so as a short term play the risk is mitigated. But more money can be made with margin if you believe JBL is going up but you then have market risk of inflation,interest rates, rotation etc. The smaller ECMs may get some of the rotational play as well as stocks like APW which I bought. I hope JBL/SLR go down and you make money on the down trip as I sold a "rental" last week and have some cash waiting. I am tired of toilets. But I am trying to think about batteries these days.(Thanks) June year end seems like a good time for the curtain to rise. Rich