SI
SI
discoversearch

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


To: Creditman who wrote (1050)12/31/1997 12:57:00 AM
From: patroller  Read Replies (1) | Respond to of 2542
 
Thank's anyway Creditman here's a little something I found in barron's................ Investors also loaded up on some little known computer
names following a mention in Barron's "Plugged In"
column. Business is booming for the oft-ignored,
unglamorous technology sector called contract
electronics manufacturing. Companies like Solectron,
SCI Systems, Flextronics International, DII Group and
Jabil Circuit build computer gear sold under famous
brand names like Cisco Systems, Hewlett Packard and
Sun Microsystems. Alexander Blanton, an analyst at
investment boutique Ingalls & Synder, says these
contract manufacturers boast strong, steady, predictable
growth, according to the column. Solectron shares
increased 2 1/4 to 39 91/6; SCI Systems added 1 5/8
to 40 3/8; DII Group rose 1 to 25; Jabil picked up 2
15/16 to 40 11/16; and Sanmina moved ahead 3/4 to
61.

Copyright c 1997 Dow Jones & Company, Inc. All Rights Reser



To: Creditman who wrote (1050)12/31/1997 8:50:00 AM
From: Twombat  Read Replies (1) | Respond to of 2542
 
Creditman,

Do you have any feeling as to how 1998 will shape up for PGTZ? The stock seems to be trading at a bargain under $10, but the last quarter's earnings was a bit of a disappointment, and I'm not as familiar with growth prospect for PCB's.

Thanks and happy new years,

Twombat