Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Nevin S. who wrote (2235)	2/15/2000 6:56:00 PM
From: rich evans	Read Replies (1) of 2542

SLR's weakness may be due to less revs in the computer area for month of December. They indicated some backloading of the quarter at a conference last week. Hadco just reported and during their cc talked about reduction in sales of PCBs in December in the computer and other areas and SLR is their largest customer. HADCO indicated Jan and Feb so far have rebounded extremely strongly up 33%. Anyway it seems short lived y2k related and a good buying opportunity for SLR. Rich

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