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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: Robert G. Harrell who wrote (2301)3/23/2000 8:52:00 AM
From: kolo55   of 2542
 
If Lucent warns, I guess we may get short sell-off.

But it would be unwarranted. Lucent is just beginning to use the EMS companies, and is actually increasing the business they send to the EMS players they use. So far, I know SLR and JBL will have 10% of their revenues from LU this year, and I suspect SANM is not far behind, if not already at the 10% level.

Thanks for the info on the rumor. It could explain some of the divergent behavior in the EMS stocks yesterday morning.

Paul
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