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

To: G.M. Flinn who wrote (2290)	3/14/2000 10:31:00 AM
From: rich evans	Read Replies (2) \| Respond to of 2542

Great cc by SLR yesterday. They could be around a 20 bill run rate for Q4. Many acquisitions in the pipeline. Component shortage still a problem but managable especially with their new supply chain inventory methods (VMI). A great wireless play it would seem with 17% of business in cell phones which are getting quite complex to build. I like their TSG division made up of Smart and Force doing close to 400 mill in sales.This could be a real jewel in my opinion. SLR may be the prettiest of the group especially if you like the Asian look. And they are rich with all that cash to spend. Rich