Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: G.M. Flinn who wrote (2434)	9/11/2000 8:43:34 PM
From: MGV	of 2542

Looks good. SLR beat both top and bottom line consensus with good guidance. Component shortages are in the guidance and acquisitions are not so there could be upside w/r/t the former and will be upside w/r/t the latter. The immediate question is will this steal investment dollars from some of the other top tiers or merely attract new money into the industry? I think mostly the latter.

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