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

To: kolo55 who wrote (1777)	9/24/1998 1:49:00 AM
From: kolo55	Read Replies (1) \| Respond to of 2542

SCI warns of revenue shortfall for the Sept Q. But expects that EPS will meet street estimates. I've clipped in two news items. SCI Expects September Quarter Revenue May Be Somewhat Below Expectations; Earnings Expectations Unaffected HUNTSVILLE, Ala., Sept., 23 /PRNewswire/ -- SCI Systems, Inc. (NYSE: SCI - news) said today, that based upon shipments to date, its current September quarter revenue estimates may be below analysts' expectations by a single digit percentage. Timing of various customer shipment releases is the primary factor involved. While the quarter is not complete, and accurate accounting data is obviously not available, current earnings per share estimates for the quarter approximate ''street'' expectations. A variety of factors have contributed to the apparent estimated profit margin increase. Wednesday September 23, 9:54 pm Eastern Time SCI Systems sees Q1 revs below estimates HUNTSVILLE, Ala., Sept 23 (Reuters) - SCI Systems Inc. said on Wednesday that based upon shipments to date, revenue for its first quarter ending in September may be below analysts' expectations by a single digit percentage. The diversified electronics company said in a statement that the timing of various customer shipment releases was the primary factor involved. The company said its first quarter earnings per share should be in line with Wall Street estimates of about $0.45, according to a First Call Corp. survey.

To: kolo55 who wrote (1777)	9/25/1998 1:46:00 PM
From: Creditman	Read Replies (1) \| Respond to of 2542

Paul, MERX reminds me in many ways of Elexsys\Diceon. They make very hi-tech, high layer count boards but have suffered from high costs and maybe a top heavy structure. That said, I hear good things about them from the industry and there are rumors ... just rumors so far ... that they will be acquired. Makes sense with their stock price so low? From what I can tell MERX is in pretty decent shape financially and they are very well regarded in the industry for the work they do. The stock looks like a buy to me. Want to talk me out of it?