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Technology Stocks : SCI Systems Inc. (SCI) -- Ignore unavailable to you. Want to Upgrade?


To: solderman.com who wrote (719)3/29/1999 5:16:00 PM
From: David Lawrence  Read Replies (1) | Respond to of 820
 
I think they got bit by having too much of the PC box business. Not only is growth in that area slowing, but there is considerable margin pressure. The real test will be to see of they can convert that capacity to more lucrative contracts, especially since they appear to be capacity constrained.