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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (2222)2/11/2000 5:33:00 PM
From: kolo55  Read Replies (2) | Respond to of 2542
 
I bought Solectron today.

But I wonder what is causing the sell-off? Perhaps rumors of an earnings miss. But first time I have see SLR trade for less than JBL in quite some time. And JBL is still undervalued compared to CLS. As for FLEX, I simply won't bet against M. Mark's team.

Greetings from Europe. Tomorrow... skiing in Austria.

Paul



To: rich evans who wrote (2222)2/11/2000 8:53:00 PM
From: G.M. Flinn  Respond to of 2542
 
anyone have a clue as to why SLR and SCI are tanking? eom



To: rich evans who wrote (2222)2/14/2000 10:06:00 AM
From: MGV  Read Replies (3) | Respond to of 2542
 
SLR is beginning to become interesting here (at 69 and change this morning). I think, barring a large OEM announcement this week, it will go somewhat lower from here. They are going to have to step it up big time to meet the hurdles that have been set with guidance and consensus estimates for FQ3 and 4. If it gets to low mid 60s, I'll start buying because it is a great company.


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