Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Rich Young who wrote (19406)	1/6/1998 3:58:00 PM
From: Joe Antol	Read Replies (1) \| Respond to of 42771

<big grin>. Well, I sure don't think it's Pac Bell Nec or IBM Rich...J

To: Rich Young who wrote (19406)	1/6/1998 10:07:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 42771

(Off Topic but still interesting....) Hi Rich: the "undisclosed firm" .....What about Solectron (SLR) (Friday December 19, 7:30 am Eastern Time): Solectron (the large outsource assembly firm) picked up another manufacturing facility in a deal with NCR. NCR continues to have Soletron manufacture their PC's but now Solectron owns and operates the facilities. (http://biz.yahoo.com/prnews/971219/oh_ncr_corp_solectro_1.html) SLR and JBIL are the premiere electronic assembly "outsource" companies around. They do work for companies such as CSCO, COMS, INTEL and Sun Microsystems. I would not be surprised for the "undisclosed firm" to be one of these companies. EKS P.S.: I believe both companies own facilities (and/or presence) internationally or if need be have the resources to acquire a cheap Korean or Indonesian facility. Watch for more consolidations.