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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
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2117 I may have to disagree with Solderman's view. DIIG in their recent conferenrich evans-7/26/1999
2116 DIIG's "weakness" is the fact that it is not focused completely osolderman.com-7/26/1999
2115 18 and /or Patroller, As of Friday's close, JBL & SLR were both tradingRobert G. Harrell-7/26/1999
2114 agree. don't quite get how the stocks are trading, esp. slr. why would an18acastra-7/26/1999
2113 18 it makes a lot of sense,of course seems as though jabil flex are getting chepatroller-7/26/1999
2112 SCI, believe it or not, seems to me to be a good buy at these prices. Quarter 18acastra-7/26/1999
2111 Has anyone taken a look at the Benchmark (BHE) acquisition? I'm trying to Steven Dopp-7/19/1999
2110 The ECMs are on a roll. Such news articles you pasted are now on the street. Thrich evans-7/6/1999
2109 OEMs planning larger role for EMS ElectronicMarc-7/5/1999
2108 Lots of action in the ECM arena. BHE is making a sizable acquisiton in the newsrich evans-7/2/1999
2107 J. Keith Dunne expounds on the ECM Sector and the Product Companies like HDCO orich evans-6/16/1999
2106 Buy PGTZ while it's (not) hot! They are taking the right steps to cure theCreditman-6/11/1999
2105 I don't know who mentioned CTS on this thread about 18 months ago, but THANYankee Trader-6/8/1999
2104 Thx. Saw both, think over med-term more good news on IM & TECD. Think IBM18acastra-5/24/1999
2103 Hi Guys I agree that with one new large piece of biz it could change the PE perpatroller-5/22/1999
2102 These stocks are trading based on contracts not yet announced. Here is a link kolo55-5/22/1999
2101 Yes, And they(APW) are from Wisconsin also so I bought in a good position. Thanrich evans-5/21/1999
2100 Sorry for delayed response on APW Have been traveling for a while. My sense i18acastra-5/21/1999
2099 Keith Dunne seems to have based his report on TTM earnings. The whole sector isrich evans-5/21/1999
2098 Another interesting pair trade idea: Jabil has dropped like a rock after Keithkolo55-5/21/1999
2097 All, "Virtual manufacturing": a more efficient and practical use of cSam-5/20/1999
2096 Take a good long draught. Almost ready to cut back a little. You can have somMGV-5/17/1999
2095 APW's hiccup announcemnet seems to have created a great buying opportunity rich evans-5/16/1999
2094 APW - buy on the dip, or is restatement symptomatic of deeper problems? Pierre-5/15/1999
2093 Man you are petty.MGV-5/15/1999
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