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To: E.J. Neitz Jr who wrote (40874)6/21/2002 9:33:23 AM
From: BWAC  Read Replies (2) | Respond to of 53068
 
Ed,

ADCT cost savings coming. Manufacturing outsourced to SLR on a flagship product. Should increase margins going forward. Allow less manufacturing capital to be used.
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Solectron Announces Supply-Chain Services Agreement With ADC

MILPITAS, Calif., June 21 /PRNewswire-FirstCall/ -- Solectron Corporation (NYSE: SLR - News), a leading provider of electronics manufacturing and supply-chain management services, said today it has been selected by ADC (Nasdaq: ADCT - News) to provide manufacturing services for its Cuda 12000 Cable Modem Termination System (CMTS). The Cuda 12000 is used by cable and broadband network providers to deliver carrier-class, high-speed IP services over cable networks.

Under the two-year agreement, Solectron will provide new product introduction (NPI), printed circuit board assembly, full-systems build, systems integration, burn-in, upgrade and repair services for the Cuda 12000.



To: E.J. Neitz Jr who wrote (40874)6/21/2002 10:22:26 AM
From: Paul Moerman  Respond to of 53068
 
Ditto re your post to Dan.

By the way, I've started nibbling on ADBE this a.m.