Electronic Contract Manufacture (ECM) Sector

STOCKTALK

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Strategies & Market Trends
Electronic Contract Manufacture (ECM) Sector

An SI Board Since January 1997

Posts	SubjectMarks	Bans	Symbol
2542	30	0	SLR

Emcee: kolo55	Type: Unmoderated

Introduction Market Data Compact

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
1992	Well I must somewhat agree with you on the price of FLEX. I sold a little today	rich evans	-	3/17/1999
1991	Darkgreen. When somebody does a TON of analytical research on the industry and	Paul Senior	-	3/16/1999
1990	The big issue for CLS is the poor margins and ROE and ROA. If you have reason	kolo55	-	3/16/1999
1989	Jabil reports 0.28/share (vs. 0.27 consensus) on $493.4 M in revs. (also better	MGV	-	3/16/1999
1988	I cannot argue with your response. solderman.com	solderman.com	-	3/16/1999
1987	There's no problem with honest analysis and strong opinions. There is no r	MGV	-	3/16/1999
1986	Darkgreen, Chill out, my man. Paul's analysis on these companies has been	solderman.com	-	3/16/1999
1985	I guess i really don't understand the business, because i thought that more	Marc	-	3/16/1999
1984	You might want to reread what I wrote. Message 8332927 Aside from your thin sk	MGV	-	3/16/1999
1983	Did you check and calculate the share counts yourself ? You wrote:<i>Tha	kolo55	-	3/16/1999
1982	Thanks for you comments, i appreciate, but all the numbers in the table were ri	Marc	-	3/16/1999
1981	In response to your post on the FLEX thread. I posted that I bought some FLEX	kolo55	-	3/16/1999
1980	There are a couple of reasons why FLEX receives a valuation premium in comparis	MGV	-	3/15/1999
1979	Paul: Last week with FLEX trading around 34 you commented that FLEX should tra	Ron Kory	-	3/15/1999
1978	CTS up on a down day for the ecm sector. YT	Yankee Trader	-	2/26/1999
1977	It's not without a rueful sense of "well, just look at this" that	jim heger	-	2/26/1999
1976	Anyone here following CMCI lately? I know it looks like a dog but i cant help	paul kneitz	-	2/11/1999
1975	Pierre, Nothing new as you have excess capacity in all industry worldwide as a	Douglas V. Fant	-	2/10/1999
1974	Interesting comment from QCOM ceo made yesterday at New Orleans teleco conferen	Pierre	-	2/10/1999
1973	Marc or Anyone, Which ECM's if any are presenting at the Goldman Sachs Tech	Douglas V. Fant	-	2/9/1999
1972	Celestica completes 1998 growth year with record results newswire.ca MArc	Marc	-	2/8/1999
1971	Peter anyone follow celestica, got any idea how they might do tomorrow ,as we	patroller	-	2/8/1999
1970	Paul, I "took the plunge" and tiptoed back into SCI today.... Sincere	Douglas V. Fant	-	2/8/1999
1969	SCI seemed to cause the problems Friday. Checking in from traveling in Europe,	kolo55	-	2/7/1999
1968	My guess is that SCI report is the cause for the price drops today in all my EC	Paul Senior	-	2/5/1999

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