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

To: Robert G. Harrell who wrote (2301)	3/23/2000 8:32:00 AM
From: Jean M. Gauthier	Respond to of 2542

IF they warn, and only IF, it will be because business is TOO GOOD, again... That's pretty different than the reverse you know Take care Jean

To: Robert G. Harrell who wrote (2301)	3/23/2000 8:52:00 AM
From: kolo55	Respond to of 2542

If Lucent warns, I guess we may get short sell-off. But it would be unwarranted. Lucent is just beginning to use the EMS companies, and is actually increasing the business they send to the EMS players they use. So far, I know SLR and JBL will have 10% of their revenues from LU this year, and I suspect SANM is not far behind, if not already at the 10% level. Thanks for the info on the rumor. It could explain some of the divergent behavior in the EMS stocks yesterday morning. Paul