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

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To: Marc who wrote (2316)4/10/2000 9:59:00 AM
From: MGV  Read Replies (1) of 2542
 
Anyone besides me like SCI Systems? They just picked up high end, high margin server business from Dell. Their HP business is doing very well and their Nortel board assembly business is outstanding.
The turnaround appears to be accelerating. The valuation is discounted to the average of the top tiers.
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