Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (2398)	8/1/2000 5:16:14 PM
From: kolo55	Read Replies (1) of 2542

Jitters and fears. Fears that earnings warnings from cellphone makers will spill over to Solectron. Worry about a pre-announcement like last spring. Concerns over the impact on FY2001 of the Nortel deal. Read this, especially between the lines: cnbc.com But in my little universe, future for Solectron looks pretty much like it has for the last several months, so I bought a lot of SLR shares today starting at 38 and down. Flipped a lot of FLEX shares I bought yesterday, and replaced some SLR sold in the 40s... IRS is going to love my return. Paul

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