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 (2442)	9/13/2000 4:10:21 PM
From: rich evans	of 2542

SCI Reaction way overdone IMO. Settop boxes are also made by FLEX I believe and no reaction to that stock now. JBL doesn't make Settop Boxes I believe and it got hit hard. SO makes no sense to me. SCI cc was positive for the future with telecom infrastructure with Nortel and mobile infrastructure with Ericsson and Nokia. PCBA motherboards are fine . Really only a settop box problem in Europe and somewhat lower Finished PCs . Part of settop box problem was a ramp problem due to design holdups. I think stock will bounce back fairly soon especially when they announce some more acquisitions.SLR continues to be lethargic which is also strange to me . Rich

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