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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: mph who wrote (61926)12/18/2000 4:26:43 PM
From: Jorj X Mckie  Respond to of 63513
 
that is a good summary



To: mph who wrote (61926)12/18/2000 4:33:57 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 63513
 
SLR is one of the contract manufacturers that both CSCO and JNPR use.

From Briefing.com
Solectron (SLR) 26.72 -1.32: -- Update -- Company expects Q2 sales of $5.4 to $5.7 bln and EPS of $0.29-0.30 (vs consensus of
$0.28), before any one-time charges related to acquisitions.

Solectron (SLR) 26.72 -1.32: Reports Q1 earnings of $0.31 a share (excluding charges), $0.03 better than the First Call consensus of
$0.28, vs year-ago earnings of $0.17; revenues rose 100.9% to $5.70 bln from a year-ago of $2.83 bln; see press release.


Anybody think that watching what the contract manufacturers have to say is a worthwhile project.

JBL - Dec 19
SANM - Jan 22
CLS - Jan 16
FLEX - Jan 18