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Technology Stocks : Solectron

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To: P.T.Burnem who wrote (225)	12/17/1997 6:44:00 PM
From: Charles Skeen	Read Replies (1) of 493

Re: <<<investors have come to regard SLR as a growth stock and not a cyclical that it really is>>> 1. Growth? The contract manufacturing business is growing 25% a year. SLR is one of the most capable companies is the industry. That's enough to make it a growth company in my mind. (Is 41% revenue growth in the latest quarter vs prior year not enough to satisfy your growth criterion?) Am I stupid for thinking that this is a growth company? I think not! 2. Cyclical? The company believes that it will thrive in any cyclical downturn. In a ultra-competitive there is a great incentive for companies to restructure and farm out their manufacturing to reduce costs. My conclusion is that you are either deliberately being provocative or are not very smart. I looking for the stock to pull back slightly toward yesterday's gap where I can buy some more shares. Charlie.

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