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


To: Ron Kory who wrote (1317)3/14/1998 10:57:00 AM
From: Creditman  Read Replies (1) | Respond to of 2542
 
Likey SANM is doing better than HDCO stockwise ... not talking about operations, only how the stocks are performing relative to each other ... because the SANM buyout of ELEX looks like a deal that becomes prosperous sooner than the HDCO buyout of CCIR. Also Sanmina recently make moves towards becoming a full service assembler, not remaining a PCB and backpanel company.

Anyone else care to comment?