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: kolo55 who wrote (1290)	3/5/1998 8:41:00 PM
From: jeffbas	Respond to of 2542

There are fundamentals and there is psychology in setting the price of a stock or group of stocks. I recall that IBM also said something uninspiring a while ago. You are not likely to have the tech sector stock pricing do well for anyone if the generals are doing poorly both fundamentally and in the market. (I agree with your fundamental observations by the way.)

To: kolo55 who wrote (1290)	3/5/1998 8:47:00 PM
From: Larry Unger	Respond to of 2542

Let's face it about SCI: They are in bed with the big boys. Olin King and Co. have the relationships it takes to succeed in the ECM business. Although ASPs are declining, as previously noted umpteen times, SCI is still cranking out the boxes for these folks. In Lehman's report, they note that the new business will probably outweigh the short-term top-line concerns. lehman.com I repeat, the good thing about Lehman's research is the "NONE" in the Disclosure requirement. I'm buying more tomorrow (and I don't care if it goes down 5 more points - I'll find some more cash somewhere to keep buying). Cheers.

To: kolo55 who wrote (1290)	3/10/1998 9:23:00 PM
From: patroller	Read Replies (3) \| Respond to of 2542

PAUL I'AM surfing in hawaii I'll get back to you all soon ,I'll have a little less money but tanner.18 talk to ya soon.patroller