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
2292	Well, it looks as though I'll have to be satisfied to ride with a 1/2 posit	MGV	-	3/14/2000
2291	Great cc by SLR yesterday. They could be around a 20 bill run rate for Q4. Many	rich evans	-	3/14/2000
2290	Marc, nice summary. I believe ACTM and SCI are the two cheapest, but your CLS	G.M. Flinn	-	3/12/2000
2289	Robbie Stephens analyst believes SLR has bottomed. He made the call on 3/10.	MGV	-	3/12/2000
2288	I still think that CLS is the most undervalued in the sector: TTM price TT	Marc	-	3/12/2000
2287	Good call Paul on SLR. I'd been lamenting not getting some JBL last week ri	Rick Kraus	-	3/10/2000
2286	Bob, We both did well yesterday. There <i>is</i> an element of luc	MGV	-	3/10/2000
2285	Solderman, You are right. It is a waste of time. There is one thing you ment	MGV	-	3/10/2000
2284	Honestly, Mark, how many hours of your time over the past 6 months have been in	solderman.com	-	3/10/2000
2283	Boys, boys, boys. Can't we all just get along? I appreciate both of your co	Robert G. Harrell	-	3/10/2000
2282	LOL you are a class act. I think if you check the record, you will find someth	MGV	-	3/10/2000
2281	Just re-balancing the portfolio. I bought a ton of SLR today to bring the tota	kolo55	-	3/10/2000
2280	Did you see the news on the FLEX acquisitons? Looks like they need capacity bot	rich evans	-	3/9/2000
2279	Now stepping up to the plate on SLR.	MGV	-	3/9/2000
2278	Bob, I will write down my thoughts on CLS in the next day or two; in general,	MGV	-	3/9/2000
2277	Yes... SLR reports on Monday, and JBL on Thursday. I value JBL as worth at lea	kolo55	-	3/9/2000
2276	AimGlobal (AGT) - notes from today's conference call - moved to focus	sPD	-	3/8/2000
2275	JBL flipped for SLR?.......Solectron Corp. (SLR: news, msgs) told investors the	puborectalis	-	3/8/2000
2274	I bought the SLR back, and then some. Over the last two days, I re-established	kolo55	-	3/8/2000
2273	Wireless "killer app" may keep AGT quite busy ... stockhouse.ca	sPD	-	3/8/2000
2272	C-MAC to acquire A-PLUS (Silicon Valley's largest privately owned ECM). CM	Yankee Trader	-	3/7/2000
2271	Mark, as the Brits would say, you were spot on with your call on CLS. Where do	Robert G. Harrell	-	3/7/2000
2270	Paul, I too am in awe of your call. Could you flesh out your logic for those of	Robert G. Harrell	-	3/7/2000
2269	Not only is Mark the first person on my ignore list, he is the ONLY person on m	Steven Dopp	-	3/7/2000
2268	Merrill also set a new 12-month price objective of $60 on SCI, based on a P/E m	Marsha Landau	-	3/6/2000

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