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

To: kolo55 who wrote (1691)	9/2/1998 6:55:00 AM
From: Creditman	Read Replies (1) \| Respond to of 2542

The consolidation continues! Sanmina merged with Altron this morning.

To: kolo55 who wrote (1691)	9/3/1998 12:22:00 AM
From: John Morelli	Read Replies (1) \| Respond to of 2542

Today FLEXF seems to have been hit by SANM earnings shortfall. Do they have similar customer base? I notice once again SLR outperforms as they were relatively unimpacted by negative fallout from SANM announcement. Do you think FLEXF will also fall short? Appreciate your comments, or anyone else for that matter. Assuming you can respond and are not suffering shell shock as a result of last few days price action! It can't get much worse than this (barring an announcement from FLEXF that they won't meet earnings estimates). I think the last 18 mos. return has been erased at this point.