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Technology Stocks : Network Appliance

NTAP 115.66

-2.9%

Dec 12 9:30 AM EST

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To: Boplicity who wrote (7899)	4/18/2001 11:34:32 AM
From: Sam	Read Replies (1) of 10934

<<So, I'll ask again what companies will profit from the rethinking of manufacturers model as they try to correct the obvious short comings that have been exposed during this economic slow down? >> ECMs like JBL, FLEX, SLR, CLS, SANM, SCI to name the biggest and best positioned for the volume of work to come. Once these inventory problems are resolved (whenever that is!), they should fly, both with new and holdover work. It would appear that the market has already discounted the problems of the next couple of quarters by the way they are up today.

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