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

To: 18acastra who wrote (966)	12/15/1997 1:44:00 PM
From: Pierre	Respond to of 2542

Interesting in light of the substantial insider selling at SANM the last 30-45 days. Thanks for the heads up. Creditman, any thoughts re: JBIL and SANM specifically? If so, are you in a position to share them? Pierre

To: 18acastra who wrote (966)	12/16/1997 9:22:00 AM
From: Twombat	Read Replies (1) \| Respond to of 2542

18acastra, I had read that Cisco is moving into sales to small to medium sized customers who purchase in more of a retail pattern (less planned spending that their current client base) and that they would need to carry higher inventory levels to service this client base. (I will attempt to find the report again) It sounds as if the inventory build was positive for revenue growth prospects and misinterpreted by the market. It also looks like a plus for Jabil. Looks like Solectron delivered us good news yesterday. Best regards, Twombat