COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Jeffery E. Forrest who wrote (14528)	4/6/1998 3:43:00 PM
From: David Lawrence	Read Replies (1) of 22053

Jeff, and anyone else who cares... Take a look at SCI Systems today (SCI). Up nicely on a day when the techs, particularly box makes and ECM sector, are getting hammered. SCI is the king of electronic contract manufacturing. They are expanding like mad, and do business with everyone and their yellow dog (sorry, Scrapps). Some examples would be HP, Dell, Cisco, Compaq, as well as non-tech stocks - companies like Johnson & Johnson for medical devices, test equipment, Ericson in telecom... you name it. Thin operating margins, to be sure, but no problems with inventory (other than plant). The trend is towards outsourcing. Dell's inventory management via outsourcing versus Compaq's in-house manufacturing shows the reasons why it's beneficial. They also have a very substantial backlog. This is not a recommendation - just an observation for those who might interested. <ggg>

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