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

To: Joe Dancy who wrote (1462)	4/24/1998 9:37:00 AM
From: kolo55	Read Replies (1) \| Respond to of 2542

Yes, but SCI revenues relatively flat sequentially over last 3 Qs The latest Q (albiet a historically weak one), was down a tad sequentially. I guess the results confirm the weakness in the PC sector. OTOH, the other press release issued by SCI today is interesting. They are purchasing two Nokia sites in Europe. The outsourcing trend is still intact. Paul

To: Joe Dancy who wrote (1462)	4/24/1998 5:47:00 PM
From: Asymmetric	Read Replies (1) \| Respond to of 2542

Not Nice When Housewives Hoodwink General Public. I mean, who can you trust anymore? Regarding SCI, their Mexico facility is firing on all cylinders and I thought earnings report was very solid. One thing I wondered about was an article I read 2-3 days ago where Compaq was closing one of their manufacturing plants for 2 weeks and idling (if I remember correctly) 3,000 workers due to inventory supplies backing up (8 weeks!)at their dealers. Just wondering how situtation is affecting SCI. With Nokia signing on with SCI, now the Finns and the Swedes (Ericsson) can slug it out through their chosen ECM proxies: Flextronics vs SCI. May the best man win! Have a good weekend all. Peter.