Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Rob Preuss who wrote (1139)	1/20/1998 2:15:00 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"; another time I called they said that they don't ever set a release date, but its always after the close. (Some SI folks say the SCI report date is 1/27/98.) % HADCO said they have no specific date yet: mid-late Feb. @ DSSI said its to be the end of March (no specific date). EARNINGS: ultra.zacks.com MANAGEMENT COMPETENCE (PMK): This is Paul M. Klemencic's rating [A=10 is best, 0 worst, ? unrated] Message 3129935 TICK QRTR REPT ACT. EPS SYMB END DATE EPS EST. PMK COMPANY INFORMATION slr 11/97 12/16/97 0.38 -05% <A> 408-956-6542 solectron.com jbil 11/97 12/17/97 0.49 +02% <9> 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 siga 12/97 1/15/98 0.19 0% <?> 408-727-9169 <under construction> bhe 12/97 1/19/98 0.35 +03% <5> 409-849-6550 bench.com plxs 12/97 1/20/98 0.23 +04% <5> 920-722-3451 plexus.com sci 12/97 1/19/98# 0.59 <9> 205-882-4131 <under construction> sanm 12/97 1/20/98* 0.66 <9> 408-954-5558 sanmina.com pgtz 12/97 1/20/98* 0.18 <?> 503-221-7421 pgtz.com eftc 12/97 1/20/98* 0.11 <4> 303-280-8350 eftc.com flexf 12/97 1/21/98* 0.48 <8> 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 <7> 303-652-2221 diigroup.com iece 12/97 1/23/98& 0.31 <4> 312-943-1100 iec-electronics.com aflx 12/97 1/27/98* 0.35 <4> 602-963-4584 adflex.com tsemf 12/97 1/27/98 0.22 <?> +972-6-6506624 towersemi.com ddl 12/97 2/06/98 ???? <0> 805/376-9415x142 ddle.co.uk sflx 12/97 2/09/98 0.02 <2> 714-838-8737 smartflex.com dswlf 12/97 2/09/98 ???? <?> 212-838-3777x101 <none?> hdco 1/98 2/17/98% 0.89 <9> 603-896-2209 hadco.com:8080/ smod 1/98 2/19/98* 0.34 <9> 510-623-1231x193 smartm.com cmci 1/98 2/20/98 0.18 <?> 800-436-3117 cmcindustries.com elamf 12/97 2/23/98 0.20 <?> 212-983-1702 elamex.com actm 12/97 2/25/98* 0.08 <3> 978-567-4000 actmfg.com sgma 1/98 3/10/98 ???? <1> 847-956-8000 (Linda Blake) dssi 12/97 3/30/98@ ???? <?> 201-529-2026 <under construction> KEY: TICK SYMB - Ticker symbol. QRTR END - Last month in the fiscal quarter. REPT DATE - Date when quarterly financials will be released. ACT. EPS - Actual EPS for the fiscal quarter as reported. EPS EST. - Zacks' Estimated EPS or percent surprise. PMK - Management competence rating. COMP INFO - Contact information. + 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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