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Technology Stocks : Solectron -- Ignore unavailable to you. Want to Upgrade?

To: P.T.Burnem who wrote (225)	12/17/1997 2:53:00 PM
From: patroller	Respond to of 493

P.T.Burnem so short the stock,I think your dead wrong ,so what.You have option to go either way.You know what if you go short and your right that'll make all of the forcaster's wrong for the next 7 year's. jmho Patroller

To: P.T.Burnem who wrote (225)	12/17/1997 6:44:00 PM
From: Charles Skeen	Read Replies (1) \| Respond to of 493

Re: <<<investors have come to regard SLR as a growth stock and not a cyclical that it really is>>> 1. Growth? The contract manufacturing business is growing 25% a year. SLR is one of the most capable companies is the industry. That's enough to make it a growth company in my mind. (Is 41% revenue growth in the latest quarter vs prior year not enough to satisfy your growth criterion?) Am I stupid for thinking that this is a growth company? I think not! 2. Cyclical? The company believes that it will thrive in any cyclical downturn. In a ultra-competitive there is a great incentive for companies to restructure and farm out their manufacturing to reduce costs. My conclusion is that you are either deliberately being provocative or are not very smart. I looking for the stock to pull back slightly toward yesterday's gap where I can buy some more shares. Charlie.