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

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To: Ben Wa who wrote (2351)5/31/2000 10:21:00 AM
From: Nikos Tsivranidis   of 2542
 
Ben, I can see how they may have miscalculated sunbeam's problems. They probably expected Sunbeam to cut back but not disappear completely. At any rate, I think you identified the reason the stock is stuck in the 5-7 range; the issue here is what will happen going forward. They have managed to replace Sunbeam's business in the past few quarters and pick up new business. If they keep doing it for a few more quarters, watch out...
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