Solectron Message Board

STOCKTALK

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.

Technology Stocks : Solectron

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kolo55 who wrote (212)	12/16/1997 12:01:00 PM
From: P.T.Burnem	Read Replies (2) of 493

Koichi Nishimura will be on Sqawkbox tomorrow. . I watched the interview. He pretty upbeat about SLR's future prospects. Perhaps this is why the stock is up so much this morning. Two numbers stuck in mind: 1) the lead time could be as short as 24 hours - WOW! no way OEM's can match this kind of efficiency. The trend towared outsourcing will continue. SLR is a good long term investment. 2) the average(?) contract lasts only 30 days... Another word, SLR's revenues and earnings visibility are extremely low. They assume all the risk. One day orders may dry up and kaboom! - the stock will implode. With the economy slowing down, SLR is a great short. PTB P.S. I am neither long nor short SLR

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next