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

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To: Asymmetric who wrote (1669)8/7/1998 6:15:00 AM
From: Ron Kory  Read Replies (2) of 2542
 
To All:

As the group rallied yesterday I noticed CLS was trading down on the
day so I decided to look into it....I was able to find out that 30%
of their sales are to HWP. Does anyone know what exactly they are
doing for HWP and are they the kind of products that may result in
an earnings surprise?

CLS is trading right about at their IPO price.

ron
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