SI
SI
discoversearch

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: Paul Senior who wrote (1968)2/7/1999 4:40:00 AM
From: kolo55  Read Replies (1) | Respond to of 2542
 
SCI seemed to cause the problems Friday.

Checking in from traveling in Europe, and see the sector got hammered on Friday. I think the SCI news is limited to them. I think the new Solectron business model for manufacturing computers is eating into SCI market share. I think the ECM sell-off based on the news is a bit overdone, but I guess some guys wanted to take some profits off the table. My guess is we probably see a bounce back next week.

Paul



To: Paul Senior who wrote (1968)2/8/1999 10:26:00 PM
From: patroller  Read Replies (1) | Respond to of 2542
 
Peter anyone follow celestica, got any idea how they might do tomorrow ,as we all know they report tomorrow night.patroller