Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Paul Senior who wrote (1968)	2/7/1999 4:40:00 AM
From: kolo55	Read Replies (1) of 2542

SCI seemed to cause the problems Friday. Checking in from traveling in Europe, and see the sector got hammered on Friday. I think the SCI news is limited to them. I think the new Solectron business model for manufacturing computers is eating into SCI market share. I think the ECM sell-off based on the news is a bit overdone, but I guess some guys wanted to take some profits off the table. My guess is we probably see a bounce back next week. Paul

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