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.

Technology Stocks : MWAV-M WAVE COMM -- Ignore unavailable to you. Want to Upgrade?

To: Bryan who wrote (424)	2/3/2001 8:22:16 PM
From: allen menglin chen	Read Replies (1) \| Respond to of 443

Bryan, Outsourcing and electronics manufacturing service (EMS) are the buzz words now. ============ outsourcing. Or so it seems these days, as one electronics manufacturer after another has unloaded huge quantities of assembly business to welcoming electronics manufacturing service (EMS) companies. We think that makes the EMS space the perfect place to hide out while the rest of the hardware sector struggles. In January, Marconi (Nasdaq: MONI) sent $4 billion's worth of manufacturing business Jabil Circuit (NYSE: JBL)'s way. Then Ericsson (Nasdaq: ERICY) gave up on cell phone manufacturing, making Flextronics (Nasdaq: FLEX) the happy recipient of a reported $800 million contract. And now, even mighty Nokia (NYSE: NOK) is doubling its outsourcing to 20 percent this year -- though no one yet knows who the lucky winner of that contract will be. That's a lot of outsourcing announcements for just one month. The recent uptick in demand has been reflected in the performance of many of the EMS stocks. The big six EMS players -- Jabil, Flextronics, Celestica (NYSE: CLS), Solectron (NYSE: SLR), Sanmina (Nasdaq: SANM), and SCI Systems (NYSE: SCI) -- all saw their stocks go on a tear last month. Celestica, which reported fourth-quarter earnings on Wednesday that surpassed estimates by 18 percent, is up 50 percent since the beginning of the year. And as the news coming out of their customers gets worse and worse, it just gets better and better for the EMS players. ... redherring.com ================ 'Out-Sorcerers' Finally Getting Some Respect thestreet.com Celestica's (CLS:NYSE - news) 10-buck jump Thursday may have been the kind of good news the outsourcers need to get some respect back. Among the Big Four -- Jabil Circuits (JBL:NYSE - news), Flextronics (FLEX:Nasdaq - news), Solectron (SLR:NYSE - news) and of course Celestica -- stock prices had been stuck in Ugly Land until a year-end turnaround. .... ================ (video) ON The Move: Analyst: Celestica and Sector Will Take Off biz.yahoo.com ================= Celestica's Outsourcing Power biz.yahoo.com ======================= A great review of MWAV by IBD Message 14721085