Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MGV who wrote (2341)	5/1/2000 10:23:00 AM
From: rich evans	Read Replies (1) \| Respond to of 2542

SLR announcement seems to be affecting the whole group.Other's indicated they are sticking with their guidance though. SLR in cc today said business "extremely" strong but lead times for components stretching everywhere. Don't see how others won't be affected. High layer boards lead time have stretched from 2-4 weeks to 8-10 for example according to SLR. Hadco must be stretched thin as the board supplier and indicated so at their last cc. Good time to buy not sell IMO. Rich