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

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Reply	Message Preview	From	Recs	Posted
2042	I "second "this post. Paul has been very accurate in his forecasts.	rich evans	-	5/7/1999
2041	You say, "On a forward price to sales basis CLS is still at a significant	Sam	-	5/7/1999
2040	don't know it. will look at it	18acastra	-	5/7/1999
2039	OT-distributors. For me, I find based on my initial screening that the distrib	Paul Senior	-	5/7/1999
2038	OT -- distributors 18, How about HS? Got bombed out, selling for PSR of less th	Sam	-	5/6/1999
2037	There is no point on which to argue. I found your statement that the market &q	MGV	-	5/6/1999
2036	re Distributors: Recommend look at Scansource (SCSC) which distributes Barcode	Clouseau	-	5/6/1999
2035	IM - TECD How about Reptron (REPT) if your looking in that direction? This is	Pierre	-	5/6/1999
2034	you da man. new field of interest is distribution. IM & TECD. feels like	18acastra	-	5/6/1999
2033	Mark, I would much rather read Paul's insightful analysis than your sniping	Rick Kraus	-	5/5/1999
2032	You want me to argue with your mis-stated position. I was comparing SCI with F	kolo55	-	5/5/1999
2031	May 5: <i>But now the market agrees with my views,.....</i> March	MGV	-	5/5/1999
2030	Stock prices can't go straight up forever. I haven't changed my views	kolo55	-	5/5/1999
2029	ECM area seems to have stalled out for awhile . SCI retreated from its post con	rich evans	-	5/5/1999
2028	This is a pretty interesting article on SLR and IM effectively getting into the	Sam	-	4/27/1999
2027	Sanmina Corp. to Be Added to S&P MidCap 400 Index. Solderman.com	solderman.com	-	4/27/1999
2026	APW on the move ...	18acastra	-	4/22/1999
2025	SANM: Fiscal 2Q In-Line--Telecom Outsourcing Looks Imminent Salomon Smith Barne	Marc	-	4/21/1999
2024	Pierre, I agree completely with your thoughts. I've made a lot of money off	Robert G. Harrell	-	4/20/1999
2023	People need to understand (and they currently don't) that Sanmina is a very	18acastra	-	4/20/1999
2022	You guys remind me of wild west gunfighters. I sit here and think and you are a	rich evans	-	4/20/1999
2021	GEE PAUL I did the same thing,I hit flex then jabil,what a coincidence.patrolle	patroller	-	4/20/1999
2020	I didn't listen to the Sanmina CC. So I don't what info that Sanmina r	kolo55	-	4/20/1999
2019	Hi Paul, Your thoughts on Sanmina for a trading play today after earnings? St	Jack of All Trades	-	4/20/1999
2018	To Anyone, CTS was up 4 1/2 at one point today. Closed up around 2 1/2.	Yankee Trader	-	4/19/1999

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