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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: patroller who wrote (1142)1/21/1998 1:35:00 AM
From: kolo55  Read Replies (4) of 2542
 
Busy day for the ECM sector.

I posted some comments on Sanmina report on the Sanmina thread. i didn't listen to the conference call though, so I really can't say what the take on the report was. My comments from reading the report:
Message 3217225

I did listen to the Plexus conference call this morning and have posted some notes over on the Plexus thread. Visible long term growth seems to be the problem there. Also Rich Evans posted some comments:

Message 3213853
Message 3216447

Finally, I see Praegitzer reported in line with expectations. Right now, I'm out of the stock, although I was tempted to buy several weeks ago when it traded below 10. I sort of prefer Hadco, but I'm bascially staying away from the board makers and concentrating on the assemblers.

Tomorrow Flextronics reports; I am very curious to see if the top line growth meets my expectations and revenues exceed $300M (including Neutronics revenues). The stock has been very weak lately, although on very low volume for much of the last week (one day, only 17,000 shares traded).

Thursday is DIIG's turn, and we should see nice revenue growth at Multek and Dovatron divisions. We may finally begin to get an idea of when/what Orbit contributes to the company, although their new fab won't really hit stride until 1Q of 98. But this division makes mostly ASICs, and Plexus mentioned in their conference call that Asian producers are putting pressure on ASIC prices. Hard to know how that will all pan out.

well, fun and games continue tomorrow.
Paul
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