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

To: Marsha Landau who wrote (2354)6/7/2000 12:10:00 PM
From: jbe  Read Replies (1) | Respond to of 2542
 
Can that be the same Prudential report that has sent the price of SCI down more than 10% today???

I don't believe how little it takes to frighten traders away from a stock. According to Briefing.com, the Prudential report warned that SCI's revenues might come in lower than expected, because of weak PC sales -- but that this would not impact the bottom line, because of higher-than expected margins. Sounds as if the herd stampeded at the warning of lower revenues, without listening to the bit about higher margins...



To: Marsha Landau who wrote (2354)6/21/2000 4:42:00 PM
From: rich evans  Read Replies (2) | Respond to of 2542
 
Flex is going to town but SCI looks like a blue light special to me. I don't see anything that is making their stock tank so low and looks like the value play in the top tier group especially with all their Nortel business, IBM and good old HWP. They are half the price of FLEX but could have similar revs and margins according to last CC but FLEXs revs must be expanding fast based on the MOT deal .

Rich


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