Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (972)	12/15/1997 11:27:00 PM
From: rich evans	Read Replies (1) of 2542

Well this is good news. One thing I havent mentioned is the CC call with CCIR where the CEO said that FLEX was becoming more important in the interconnect business and customers were asking them for a total solution and quote on both rigid and flex requirements hence their decision to buy a small quickturn facility. I know you own some SFLX but you might want to relook at AFLX also as it has come way down from 28 and is a pretty good buy and a good candidate IMO for merger etc with a better mix and diversity then SFLX. Anyone I bought back in today. I don't own jabil but have increased postion in FLEXF substantilly and it was interesting to see them cross today. But I am obviously rooting for another good report tomorrow. Thanks for info on SLR. Rich P.S. May be time to trade HDCO again. Have you seen 99 estimates?

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