Electronic Contract Manufacture (ECM) Sector 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.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kolo55 who wrote (1146)	1/21/1998 10:37:00 AM
From: Pierre	Read Replies (1) of 2542

Paul: I read your comments regarding SANM. My broker listened to conference call and his take was the same, no growth and diminished margins. I expected to see the stock stagger this morning, but instead it's running. Do you think so much downside expectation was in the price that a flat Q is reason to rejoice? I will say that it appears they continue to move up-market in terms of product mix. Also, apparently a rather seamless integration of elexsys was impressive. I'm curious your take on the company, and the short term outlook on the stock given this performance. Also, is Asia behind us (I'm not talking fear factor here, but actual reduced demand) or are we just beginning to see the real impact in this sector? Pierre

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next