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

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To: rich evans who wrote (2336)4/25/2000 12:23:00 AM
From: james s   of 2542
 
I am going to jump in here:
I am also holding SCI (since early this month) I was listening to the SCI CC until I got logged-off, I plan to revisit later. I will be watching SCI's inventory turns and the accounts receivable in June (turns went from 48 days to 52) I plan to buy the convertible below 42 If the market continues to soften. On the whole impressive quarter.

James
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