Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: 18acastra who wrote (1874)	10/26/1998 6:28:00 PM
From: rich evans	Respond to of 2542

SANM reported today better results than anticipated after their warning. They forecast over 30% topline growth and at least 30% net in the cc for 99. Interesting comments by Jure Sola on outsourcing growth. He sees it not only continuing but increasing quite a bit due to the competative advantages. Their customers are the cream of the telecom/networking OEMs and they are looking to do more system assembly(box build) not just the backplanes. Also many comments on themes similar to the discussions on this thread about global size and locations required to get the 100 mill plus contracts which they are now in a positon to get. Look to SANM to enter South America and SE Asia. Stock should do well tomorrow. Rich