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

To: rich evans who wrote (2336)4/25/2000 12:23:00 AM
From: james s  Respond to of 2542
 
I am going to jump in here:
I am also holding SCI (since early this month) I was listening to the SCI CC until I got logged-off, I plan to revisit later. I will be watching SCI's inventory turns and the accounts receivable in June (turns went from 48 days to 52) I plan to buy the convertible below 42 If the market continues to soften. On the whole impressive quarter.

James



To: rich evans who wrote (2336)4/25/2000 9:17:00 AM
From: MGV  Read Replies (1) | Respond to of 2542
 
Yes, Thanks Rich, I did hear the call. The raised guidance is something new at SCI. The set top box business is growing at around 30% now, up from 20ish%. They expect to have 2 + B in Nortel business by end of FY 01. They picked up IBM PC business and spoke well of the Nokia engineering group they added.


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