Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (2101)	5/22/1999 2:47:00 PM
From: kolo55	Read Replies (2) of 2542

These stocks are trading based on contracts not yet announced. Here is a link to a two week old article talking about some of the new biz coming: messages.yahoo.com This confirms what I have been hearing, that the top line companies have all the new business that they can handle. Given this, I don't think we will get a significant correction in this sector yet. There is simply too much positive news that will come out in the next three months. More of the long anticipated Nortel announcements could come as early as this upcoming week, and the first round of Lucent announcements are rumored to be coming in June. Of course, I have been wrong on the timing of these announcements before, expecting them in the March/April timeframe. At the analyst's meeting at Flextronics this last Tuesday, apparently Flextronics finally admitted that the 'unnamed telecom customer' they have be talking about the last several quarters is Lucent. Also they apparently have finally admitted to getting three new programs from Motorola, according to some posts on the Yahoo thread. I tend to believe this, since Motorola has been rumored as customer since last fall, even being specifically mentioned as a prospective customer in one of the quarterly conference calls. Anyway, I don't think we will see a prolonged drop in stock prices, when the industry is poised to start announcing some of the largest programs ever given to companies in this sector. The telecom outsourcing wave will be huge. Paul

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