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 (2236)	2/16/2000 9:40:00 AM
From: kolo55	Read Replies (2) of 2542

FYI- Solectron is Hadco's largest customer. I heard same thing... concerns about missing the Q and backend loading for SLR. But I think the market is overreacting by more than a bit. I bought more SLR yesterday, and now hold 28k shares up from almost nothing last Friday. It fits really nice with my JBL and FLEX/DIIG positions, athought not as large as those positions yet. Paul

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