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

To: MGV who wrote (2320)	4/11/2000 4:07:00 AM
From: G.M. Flinn	Respond to of 2542

Mark, I missed that BofA SCI $80 target. Thanks. I concur with you that there is a lot of upside in SCI ... just to catch up with the valuations of other top tier CEMs. For what it is worth, SANM had its monthly "10 points down for no reason" day. I will likely add some more Tues. a.m. Glenn

To: MGV who wrote (2320)	4/11/2000 3:10:00 PM
From: Marc	Read Replies (1) \| Respond to of 2542

Anybody think that DDI Corp (DDIC) a small EMS who went public today is a buy ???? Here's their customers list from the 10-K OEM Customers End Products - ------------- ------------ <S> <C> Alcatel................... Communications switching and transmission equipment, networking equipment Marconi Communications.... Communications switching and transmission equipment, networking equipment IBM....................... Network servers Intel..................... Personal computers 3Com...................... Networking equipment <CAPTION> EMS Customers End Products - ------------- ------------ <S> <C> Celestica................. Communications and computing equipment Jabil..................... Communications and computing equipment Solectron................. Communications and computing equipment </TABLE> Full 10-K here: sec.gov