SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : High Tolerance Plasticity

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: kodiak_bull who started this subject3/4/2001 11:04:28 AM
From: CommanderCricket  Read Replies (1) of 23153
 
Thread,

Last week I mentioned that I would be spending time doing DD on the Electronic EMS Providers. Some took a nice fall last week (Sanmina) and others did OK.

These companies right now are considered part of the solution and thus their valuations are holding up better than some of the other tech's. I'm taking a pass because although I work in the industry, today's problems have been already been discounted. They are considered part of the solution for the Cisco's, Nortel's etc...

Really enjoying the discussions lately.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext