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 (1950)	1/14/1999 12:17:00 AM
From: kolo55	of 2542

What an interesting couple of days. I really like FLEX holding up so well against the onslaught after the split. Somebody is buying it big time going into the earnings report on the 22nd. I thought the Intel report last night was very positive for this sector. Intel sold 30 million processors last quarter, AMD sold over 5 million, so the PC sales must be on fire. Some really interesting stuff after the market close today: -Solectron announced a split and is raising $500M thru bond sales. -Nortel Networks announced a hugh outsourcing/restructuring move that should I think should directly help the sector gain $5B+ in revenues. Jabil should directly benefit. During the day there were rumors of innerlayer core shortages among board makers; in particular hadco is supposedly buying cores on the market. (Creditman- could you comment on this?) This news apparently caused BBRS (Keith Dunne to downgrade HDCO). See my posts on the Hadco thread for links to more info. I find all this confusing. Paul

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