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.

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

To: patroller who wrote (1142)	1/20/1998 6:32:00 PM
From: 18acastra	Read Replies (1) \| Respond to of 2542

Beat numbers by 2 cents. The fun started today - get ready to make some money. ASND, BAY, IBM also beat numbers. Tech not dead. Look forward to tomorrow evening FLEXF report. My opinion.

To: patroller who wrote (1142)	1/20/1998 9:42:00 PM
From: Larry Unger	Respond to of 2542

<<but maybe they missed>> Why would you think this? Different subject - They did not mention anything about Asia, etc. in the press release. One of two reasons for this -- 1) not worthy of mention (largest customer DSC (23% of revenue) has little exposure in Asia) - by the way - does anyone know what DSC product line SANM is involved in? Litespan or Switching? 2) Not comfortable with saying anything positive like JBIL and SLR have.

To: patroller who wrote (1142)	1/21/1998 1:35:00 AM
From: kolo55	Read Replies (4) \| Respond to of 2542

Busy day for the ECM sector. I posted some comments on Sanmina report on the Sanmina thread. i didn't listen to the conference call though, so I really can't say what the take on the report was. My comments from reading the report: Message 3217225 I did listen to the Plexus conference call this morning and have posted some notes over on the Plexus thread. Visible long term growth seems to be the problem there. Also Rich Evans posted some comments: Message 3213853 Message 3216447 Finally, I see Praegitzer reported in line with expectations. Right now, I'm out of the stock, although I was tempted to buy several weeks ago when it traded below 10. I sort of prefer Hadco, but I'm bascially staying away from the board makers and concentrating on the assemblers. Tomorrow Flextronics reports; I am very curious to see if the top line growth meets my expectations and revenues exceed $300M (including Neutronics revenues). The stock has been very weak lately, although on very low volume for much of the last week (one day, only 17,000 shares traded). Thursday is DIIG's turn, and we should see nice revenue growth at Multek and Dovatron divisions. We may finally begin to get an idea of when/what Orbit contributes to the company, although their new fab won't really hit stride until 1Q of 98. But this division makes mostly ASICs, and Plexus mentioned in their conference call that Asian producers are putting pressure on ASIC prices. Hard to know how that will all pan out. well, fun and games continue tomorrow. Paul