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

To: Sam who wrote (2439)9/13/2000 10:07:10 AM
From: solderman.com  Respond to of 2542
 
I agree with you, Sam. This is typical of SCI. Boy, have they ever fallen from their once-lofty perch atop the industry. Creates a good opp to pick up bargains among the other victims, like FLEX.



To: Sam who wrote (2439)9/13/2000 10:08:00 AM
From: G.M. Flinn  Read Replies (1) | Respond to of 2542
 
SCI / component shortages. tantalum and ceramic caps were the only specific components I heard mentioned. I do think this is more SCI's problem than others, especially with the apparent PC slowdown. SCI has taken positive steps to diversify away from PCs, and I expect they will follow up this news with an acquisition soon to help soften this news and to provide comfort to the Street on meeting forecasts for the year.


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