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

To: Brian P. who wrote (2232)	2/15/2000 10:43:00 AM
From: Rick Kraus	Read Replies (1) \| Respond to of 2542

According to IBD, SLR has seen heavy institutional selling lately. Maybe some of these mutual funds had quite a run with it and think it's time to take some profit. I made some money with it a couple of years ago when it first started taking off but I was stopped out in one of the little corrections we had and I never bought it back, until today. I just picked some up at 63 5/8. I can't imagine that this can go much lower but you never know.

To: Brian P. who wrote (2232)	2/23/2000 12:37:00 PM
From: MGV	Read Replies (1) \| Respond to of 2542

The street is expecting top line to be light this Q and is increasingly skeptical that SLR will be unale to make bottom line numbers for FQ3 and 4 (ends 8/31). One of the problems short term can be viewed as a strength intermediate to long term. It is SLR's wireless business. SLR has more wireless business than anyone of the top tiers. Wireless is a higher margin and obviously higher growth business. The short term problem is that the wireless business is more heavily exposed to component shortages. That is, in part, what caused SLR to be a little top line light last Q. It is what is causing increasing concerns about top line this Q. I think SLR goes a bit lower though it could reverse in a hurry with an announcement of an OEM asset pickup. I'm close to buying but think I can cherry pick with a little more patience.