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

To: kolo55 who wrote (1795)10/2/1998 3:26:00 PM
From: Larry Unger  Respond to of 2542
 
SANM/ALRN ratio:

Does anyone see any real risk to this transaction being consummated? The agreement calls for $13.65 per ALRN share minimum ($1.50 spread right now).

I will be looking at all the recent analyst comments this weekend to assess the telecom warnings and their effect of SANM's revenues going forward. I'll try to post them next week.



To: kolo55 who wrote (1795)10/2/1998 4:26:00 PM
From: rich evans  Read Replies (1) | Respond to of 2542
 
How do you see movement from electronic to optics in the telecom business effecting ECM business. DWDM small companies are in the news and I see where CISCO recently bought out one. How many switches,routers etc do we need in the future if optics goes into downstream layers.
Rich


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