Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Paul Senior who wrote (2529)	6/14/2002 10:16:52 PM
From: rich evans	of 2542

Yes, the pain , the pain of it all. Try SANM for a real hurt. And at the Bear Stearns conference, the telecom guys said no relief in sight from this drought. With VOIP becoming popular and growing, the money maker voice becomes data which is close to free and that is not good for telecom and capex which SANM used to rely on. Fortunately they now have SCI business to help them out although I/T is nothing to write home about. But then , at my age, I don't write home anymore. Rioh

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