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

To: kolo55 who wrote (2004)4/9/1999 1:41:00 PM
From: MGV  Read Replies (1) | Respond to of 2542
 
FLEX begins new business with an "unnamed telco" in the June Q. VTSS referred to both LU and Flex in the CC last night. It is a good bet that FLEX's business in JuneQ is with LU. It is significant new business, suggesting FLEX is the primary beneficiary of LU's new outsourcing. CLS, SLR, SANM, and JBL either are or likely will do LU business as well.



To: kolo55 who wrote (2004)4/16/1999 9:55:00 AM
From: 18acastra  Read Replies (1) | Respond to of 2542
 
Significant insider buying at APW



To: kolo55 who wrote (2004)4/20/1999 10:11:00 AM
From: Jack of All Trades  Read Replies (1) | Respond to of 2542
 
Hi Paul,

Your thoughts on Sanmina for a trading play today after earnings? Stock @ $59

Thanks,

Jeff


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