Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Brian P. who wrote (2232)	2/23/2000 12:37:00 PM
From: MGV	Read Replies (1) of 2542

The street is expecting top line to be light this Q and is increasingly skeptical that SLR will be unale to make bottom line numbers for FQ3 and 4 (ends 8/31). One of the problems short term can be viewed as a strength intermediate to long term. It is SLR's wireless business. SLR has more wireless business than anyone of the top tiers. Wireless is a higher margin and obviously higher growth business. The short term problem is that the wireless business is more heavily exposed to component shortages. That is, in part, what caused SLR to be a little top line light last Q. It is what is causing increasing concerns about top line this Q. I think SLR goes a bit lower though it could reverse in a hurry with an announcement of an OEM asset pickup. I'm close to buying but think I can cherry pick with a little more patience.

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