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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (76508)	2/24/2000 5:35:00 PM
From: Les H	Respond to of 132070

Didn't Solectron buy Smart Modular, and as such the stock is now more sensitive to fluctuations in memory prices? The other stocks, JBL, HDC, SCI, PLXS, FLEX, and CLS, seem to be doing better.

To: cfimx who wrote (76508)	2/24/2000 5:57:00 PM
From: put2rich	Respond to of 132070

Flextronics is taking over Solectron? Know little and do not pay attention much about these, but my sis-in-law works at low level in Flex..and they are hiring more and lots of overtimes and 2 shifts.

To: cfimx who wrote (76508)	2/25/2000 11:29:00 AM
From: Knighty Tin	Respond to of 132070

Twister, One of the reasons I bought puts on Solectron in the high 80s was that they don't have just one problem, they have many. Here are some of them: 1. The customers are seeing lousy demand and have been for a long time now. 2. SLR got sucked into buying tons of DRAM at silly prices and now those have dropped 75-85%. They cannot make up the costs by charging the customers more. 3. There are many, many outsourcing cos. out there. 4. Some big outsourcing customers, Packard-Bell, for example, have said "no mas." 5. The stock was and is overpriced even without #s 1-4.