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
2142	With smaller ECMs selling around 15 times future earnings like PLXS for example	rich evans	-	10/12/1999
2141	PLXS has positive NEEDham comments and is trying to make a comeback	kendall harmon	-	10/11/1999
2140	Have you noticed the weakness in PLXS recently. It is down from 31 thereabouts	rich evans	-	10/11/1999
2139	Now for full disclosure of klemencic's revisionism. Message 11444181	MGV	-	10/4/1999
2138	Response to MGV attack on earlier pair trade. On many threads, you have claime	kolo55	-	10/4/1999
2137	Fox is one of the best in the business.	MGV	-	9/30/1999
2136	Sam its a upgrade to look forward to,if you read the bottom you'll see they	patroller	-	9/30/1999
2135	Paul Fox on ECMs. Rates all of the usual suspects a "Strong Buy" exce	Sam	-	9/30/1999
2134	Rich you may have something there ,but lets let paul have his say and I'll	patroller	-	9/28/1999
2133	At current prices and using FY 2000 estimates, you can buy SLR by buying SMOD a	rich evans	-	9/28/1999
2132	Can you say buying opportuntity?	Steve Hufnagle	-	9/22/1999
2131	this should hurt like the asian crisis ,russian crisis ,the brazilan crisis our	patroller	-	9/22/1999
2130	cUpdate: Earthquake rocks global supply chain	Marc	-	9/21/1999
2129	What is interesting to me right off is that their is one less ecm,it prove'	patroller	-	9/14/1999
2128	What the heck??? Can it be that I have something to say that some people here	Paul Senior	-	9/14/1999
2127	nice article in yesterdays WSJ on Parlex, the co. that bought Dynaflex from Had	jim heger	-	9/9/1999
2126	I think the quality of SI has also deteriorated but I guess it depends on the t	rich evans	-	9/7/1999
2125	Rich, Maybe it is my imagination but it seems that all of SI is getting "	Creditman	-	9/7/1999
2124	Thread getting quiet. Today there is lots of strength in the mid-tier quality E	rich evans	-	9/7/1999
2123	background article relevant to outsourcing with special attention to hi margin-	jim heger	-	8/7/1999
2122	something we have known about for 3 years. good to be the first one to the par	18acastra	-	7/27/1999
2121	check this 18.patroller July 19, 1999, Issue: 1169 Section: Business & F	patroller	-	7/27/1999
2120	Thanks Solderman. I knew what you meant.	Robert G. Harrell	-	7/27/1999
2119	Guys, What I meant to say earlier is not that DIIG and HDCO are mirrors of eac	solderman.com	-	7/26/1999
2118	Thanks Rich (and Solderman), Your view reflects the impression I had but I'	Robert G. Harrell	-	7/26/1999

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