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

To: patroller who wrote (1411)	4/1/1998 9:53:00 PM
From: Larry Unger	Respond to of 2542

SANM question for all-- DSC is SANM's largest customer per the 10-K (22.9% of revenues). Does anyone know what product line(s) SANM manufactures for DIGI? Switch assembly? Access frame assembly? PCB's? DIGI is going to have a horrible quarter and I am quite sure SANM will be affected somehow. Thoughts??? biz.yahoo.com

To: patroller who wrote (1411)	4/3/1998 7:17:00 AM
From: Stoctrash	Respond to of 2542

Has anyone ever heard of "West Coast Electronics or Mfg" out of Texas? Its a small startup and private....does short run board mfg I guess. Info appreciated... fred

To: patroller who wrote (1411)	4/21/1998 3:51:00 PM
From: 18acastra	Read Replies (3) \| Respond to of 2542

Wow...will keep buying JBIL and shorting SLR all day long at these multiple spreads (and holding Flextronics shares for continued upside). It is fascinating how Wall Street loves to glom on to what is working as opposed to what is extraordinarily undervalued, but takes some patience. Eventually, people will recognize that things over at Jabil are back on track over the short term and that the long-term story in intact as they continue to win significant new customers and grow in what is a fundamentally good industry. JBIl will then get its historic premium multiple to SLR due to its higher growth rate and ROE. My opinion.