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

To: jeffbas who wrote (912)	12/3/1997 11:18:00 AM
From: Twombat	Respond to of 2542

To thread (esp. Creditman who seems to have good industry contacts): The news which precipitated the drop in Cabletron and 3com seemed to be more than just missing profitability estimates (which is likely good for ECM's as these OEM's look to outsource to cut cost), but in addition, revenues would be flat/ inventories up. To be honest, I haven't looked into the ECM implications thoroughly yet. If that indeed is the case then wouldn't that trickle down to take the air out ECM's in the short term. Has anyone heard of revised numbers or guidance ahead of SLR or JBIL anouncements? --THANKS FOR YOUR LAST POST PAUL IT SHOULD BE AN INTERESTING TWO WEEKS. I am a bull on ECM's LT but I stopped out of a number of positions FLEXF, JBIL, NTAIF(different issues there) over the past month or so and I am looking for a good entry point. Best regards, Twombat PS - Did you catch the Ericsson news in IBD about cutting 10K jobs in its Swedish network businesses over the next 2 years? Is this outsourcing which is going to FLEXF and others?