Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: rich evans who wrote (2222)	2/11/2000 5:33:00 PM
From: kolo55	Read Replies (2) of 2542

I bought Solectron today. But I wonder what is causing the sell-off? Perhaps rumors of an earnings miss. But first time I have see SLR trade for less than JBL in quite some time. And JBL is still undervalued compared to CLS. As for FLEX, I simply won't bet against M. Mark's team. Greetings from Europe. Tomorrow... skiing in Austria. Paul

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