Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: MGV who wrote (2343)	5/3/2000 11:36:00 AM
From: rich evans	Read Replies (1) of 2542

Lots of weakness the last few days for our ECM sector. Hard to completely understand. Lucent announced today a sale of its power supply company. With SLR having all this money with the announcement of a note/option offering to raise 1.5 bill. Hmmm.But I think the money may be to buy other LU operations in the assembly business which LU announced they were going to divest similar to what Nortel did. Interesting times. Now if the Market would just quit being a yo yo. Rich

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