Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (1134)	1/16/1998 4:22:00 PM
From: Rob Preuss	Read Replies (1) of 2542

ECM EARNINGS WATCH I put together the following table based upon sources listed below. CAUTION! These info sources are not always correct! REPORT DATES: pathfinder.com * Report Dates provided by the company have an asterisk. Reports are generally released after market close on given date. & Reports to be released before market close have an ampersand. # SCI said "sometime in the last 10 days of January". (Some SI folks say the SCI report date is 1/27/98.) EARNINGS: ultra.zacks.com TICKER QUARTER REPORT ACTUAL EPS ESTIMATE SYMBOL ENDING DATE EPS OR SURPRISE COMPANY INFORMATION slr 11/97 12/16/97 0.38 -05% 408-956-6542 solectron.com jbil 11/97 12/17/97 0.49 +02% 813-577-9749 jabil.com merx 11/97 12/19/97 0.09 +13% 503-359-9300 merix.com fsii 11/97 12/23/97 0.08 -27% 612-361-7648 fsi-intl.com sci 12/97 1/19/98# 0.59 205-882-4131 <under construction> plxs 12/97 1/20/98& 0.22 920-722-3451 plexus.com sanm 12/97 1/20/98 0.66 408-954-5558 sanmina.com pgtz 12/97 1/20/98* 0.18 503-221-7421 pgtz.com flexf 12/97 1/21/98* 0.48 408-576-7912 flextronics.com ntaif 12/97 1/22/98 0.31 604-669-7800 namtai.com diig 12/97 1/22/98* 0.47 303-652-2221 diigroup.com iece 12/97 1/23/98& 0.31 312-943-1100 iec-electronics.com aflx 12/97 1/27/98* 0.35 602-963-4584 adflex.com tsemf 12/97 1/27/98 0.22 011-972-6-6506624 towersemi.com ddl 12/97 2/06/98 ???? sflx 12/97 2/09/98 0.02 714-838-8737 smartflex.com dswlf 12/97 2/09/98 ???? hdco 1/98 2/17/98 0.89 cmci 1/98 2/20/98 0.18 smod 1/98 2/20/98 0.34 elamf 12/97 2/23/98 0.20 actm 12/97 2/25/98* 0.08 978-567-4000 actmfg.com sgma 1/98 3/10/98 ???? dssi 12/97 3/30/98 ???? + Can anyone add a marker in the last column to indicate the type of ECM company? Thus, you might use a [1] to indicate a PCB maker, or a [2] to indicate a box assembler, etc. Some companies may fall into more than one category and footnotes may be needed to clarify certain categorizations. Hey, I'd take a stab at this myself but I don't even know what categories to choose! + Also, feel free to extend/update/correct this table. In particular, release dates not marked by an asterisk need to be confirmed/corrected by calling the company.

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