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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: rich evans who wrote (2222)2/14/2000 10:06:00 AM
From: MGV  Read Replies (3) of 2542
 
SLR is beginning to become interesting here (at 69 and change this morning). I think, barring a large OEM announcement this week, it will go somewhat lower from here. They are going to have to step it up big time to meet the hurdles that have been set with guidance and consensus estimates for FQ3 and 4. If it gets to low mid 60s, I'll start buying because it is a great company.
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