Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (1713)	9/5/1998 4:11:00 PM
From: kolo55	Read Replies (2) of 2542

Solectron report could turn the sector again. Quite a number of times Solectron's report has had an immediate impact on the sector. In Sept 96, it set off a buying blitz. In Dec 97, it marked the lows for a lot of the sector players (until last several weeks); as soon as Solectron reported we got multipoint up moves on the stocks in the sector. In March and June, we got small bounces that were obliterated by Jabil's warnings the following day. This time around Solectron reports on Sep 14, and Jabil on Oct 6. I think the Solectron report will be interesting. When I get a chance this weekend, I will post some notes on the Solectron thread that I took from the last conference call. Paul

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