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
2192	<i>"Probably worth a pair trade with flex. "</i> Maybe,	MGV	-	12/24/1999
2191	Kudos to you for being long CLS....I believe you are the only one on this threa	Ron Kory	-	12/24/1999
2190	I just read your post but today I sold 1/2 of my position in CLS and used part	MGV	-	12/23/1999
2189	It hasn't slip past me ,yesterday I wrote a lot of jan.95 puts at 82 ,Iam l	patroller	-	12/23/1999
2188	CLS now trades at a multiple that is 10 points greater than FLEX. You'd	Ron Kory	-	12/23/1999
2187	MGV, I concur on SCI. It is probably a "show me" quarter for them co	G.M. Flinn	-	12/22/1999
2186	G.M. - The split is recognized at tomorrow's open if memory serves. (Edi	MGV	-	12/22/1999
2185	RE: CLS, also a split coming any day is likely helping. Same for FLEX. This e	G.M. Flinn	-	12/21/1999
2184	I think it is due to margin expansion. CLS is doing everything the other top t	MGV	-	12/21/1999
2183	Would anyone care to comment on the unbelievable outperformance by CLS recently	Ron Kory	-	12/21/1999
2182	I think you are right. Time to go skiing . I did buy some calls to close some	rich evans	-	12/14/1999
2181	FWIW, the flash shortage is expected to last well into Y2K, though new capacity	Sam	-	12/14/1999
2180	So, if one wanted to round out his ECM portfolio with SLR, would this be a good	Robert G. Harrell	-	12/14/1999
2179	I think will get hit also,but I'd rather have a part shortage derail me tha	patroller	-	12/14/1999
2178	Paul, the sector has indeed had quite a run and is trading on valuations implyi	G.M. Flinn	-	12/13/1999
2177	Problem is with parts shortages. Solectron's revenues seemed to come in a	kolo55	-	12/13/1999
2176	Don't bring me into it. -g- Not only do I not understand the multiple acco	Paul Senior	-	12/13/1999
2175	I think SLR results are worth talking about. SLR the leader reported in genera	rich evans	-	12/13/1999
2174	Good week for Plexus. I don't know if we're seeing aftershock of DIIG	jim heger	-	12/12/1999
2173	Big day today in the ECM group. I think it has something to do with the Telecom	rich evans	-	12/6/1999
2172	Steve ... Many manufacturers want out of the business of making their products	Creditman	-	11/28/1999
2171	in return for "supply back" arrangements? Could you provide more info	Steve Hufnagle	-	11/28/1999
2170	Yes Rich, Lots of "light" in FLEX' future. Lots of good things i	Creditman	-	11/28/1999
2169	Wow, what an article. I Picked up some more FLEX the other day for $77. Hard to	rich evans	-	11/28/1999
2168	11/24/99 - Flextronics: We're not done yet -- Dii acquisition puts	Marc	-	11/25/1999

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