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Technology Stocks : Solectron
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To: BWAC who wrote (436)2/26/2002 2:36:35 AM
From: Alfred W. Post  Read Replies (1) of 493
 
It looks to me thatOVERCAPACITY is the word of the game and during times of overcapacity the urge to have someone else do the work is vanishing even if the other can do the work cheaper because one is happy to have something to do for its own employees and to use its own facilities. With this thought in mind, I think good times for Solectron will only reappear once production is tight and one looks for companies to help handel the over-load at a good price. So I think that we will have to be patient for quite some time until the economic recovery is well on its way. Sorry for this rather sad assessment. Fred
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