Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (2020)	5/5/1999 10:19:00 AM
From: rich evans	Read Replies (1) of 2542

ECM area seems to have stalled out for awhile . SCI retreated from its post conference call surge to 41 to 36+ despite news of new management, 6 greenfields up and running, 16 plant expansions especially in Mexico, calling convertibles, changing of mix to more telecom, higher forecast margins, etc.,Brazil real impact over, HP business more positive. Thinking of buying some more. Have you changed your opinion on this stock? Rich

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