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

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To: Joe Dancy who wrote (1462)4/24/1998 5:47:00 PM
From: Asymmetric  Read Replies (1) of 2542
 
Not Nice When Housewives Hoodwink General Public.

I mean, who can you trust anymore? Regarding SCI, their
Mexico facility is firing on all cylinders and I thought
earnings report was very solid. One thing I wondered
about was an article I read 2-3 days ago where Compaq was
closing one of their manufacturing plants for 2 weeks and
idling (if I remember correctly) 3,000 workers due to
inventory supplies backing up (8 weeks!)at their dealers.
Just wondering how situtation is affecting SCI.

With Nokia signing on with SCI, now the Finns and the
Swedes (Ericsson) can slug it out through their chosen
ECM proxies: Flextronics vs SCI. May the best man win!

Have a good weekend all. Peter.
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