Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kolo55 who wrote (2237)	2/16/2000 2:37:00 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

Well, I hope SLR does well as I have a large relative position in it now also. I think I saw on Yahoo that Patroller bought SLR also. One of the reasons besides their growth that I liked ECM companies was that that they didn't have as much product risk and technological risk other then manufacturing process . But I recently read George Gilders article in Forbes on CISCOs possible problems due to the change to all optical switches, routers in the telecom,networking. And I don't know whether the ECMs have the ability and expertise to make optical equipment that will be used in the future. See for example the posts on this thread: Message 12883781 See the articles also at: comsoc.org So is the optical revolution a risk to the business and growth rates of the ECM companies? I mentioned this in a post some time ago but no one responded. Probably shows my ignorance. Rich

To: kolo55 who wrote (2237)	2/28/2000 9:47:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 2542

Prudential Securities Technology Analyst Ellen Chae Launches Research Coverage NEW YORK, Feb. 28 /PRNewswire/ -- Prudential Securities Incorporated announced today that Ellen Chae has launched research coverage on the Electronic Manufacturing Services sector for the Prudential Volpe Technology Group in San Francisco. She will provide research coverage of Sci Systems (SCI), Flextronics International (FLEX), Celestica Inc. (CLS), Jabil Circuit (JBL), Solectron Corp. (SLR) and Sanmina Corp. (SANM). Before joining the emerging analyst program in August 1998, Ms. Chae was an associate analyst in Prudential Securities' PC Hardware and Data Storage Research Group. Previously, Ms. Chae was an associate analyst at Lehman Brothers where she also covered the PC hardware and data storage industries. Ms. Chae, age 31, received her Master's Degree in Management, with a concentration in finance, from the Kellogg Graduate School of Management in Evanston, IL, in 1997, and her A.B. in Political Science from Northampton, MA, in 1990. Prudential Securities Incorporated is a fully diversified, global securities firm based in New York City, serving clients in the U.S. and overseas through approximately 6,700 Financial Advisors. The fifth-largest brokerage firm in the U.S., Prudential Securities is a subsidiary of the Prudential Insurance Company of America. SOURCE: Prudential Securities Incorporated