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


To: rich evans who wrote (2398)8/1/2000 4:22:24 PM
From: Jean M. Gauthier  Respond to of 2542
 
And Celestica's, CLS teeny GREEN advance...

Bizarre..

Anyone know anything ?

Take care
Jean



To: rich evans who wrote (2398)8/1/2000 5:16:14 PM
From: kolo55  Read Replies (1) | Respond to of 2542
 
Jitters and fears.

Fears that earnings warnings from cellphone makers will spill over to Solectron. Worry about a pre-announcement like last spring. Concerns over the impact on FY2001 of the Nortel deal.

Read this, especially between the lines:
cnbc.com

But in my little universe, future for Solectron looks pretty much like it has for the last several months, so I bought a lot of SLR shares today starting at 38 and down. Flipped a lot of FLEX shares I bought yesterday, and replaced some SLR sold in the 40s... IRS is going to love my return.

Paul



To: rich evans who wrote (2398)8/1/2000 5:18:17 PM
From: MGV  Respond to of 2542
 
Dain Rauscher forecast that SLR will be impacted by mobile phone exposure in FY Q4 and will likely show lower G/M.