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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 (2307)3/28/2000 1:10:00 PM
From: MGV  Respond to of 2542
 
SCI has been looking very good. I think the discount it receives relative to other top tiers continues to narrow. AS the telco tech business grows, the PC business becomes smaller as a percentage of total revenue. Their Nortel acq. was tremendous.



To: G.M. Flinn who wrote (2307)3/29/2000 7:50:00 AM
From: Marsha Landau  Read Replies (2) | Respond to of 2542
 
Prudential report on EMS industry (SCI, JBL, SLR) following visit to Mexico:

207.18.193.136