Electronic Contract Manufacture (ECM) Sector

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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
2317	Anyone besides me like SCI Systems? They just picked up high end, high margin	MGV	-	4/10/2000
2316	Are top-tier CEMs getting too dominant? Mar. 31, 2000 (E	Marc	-	4/4/2000
2315	Please allow me to publicly congratulate myself on being the proud owner, as of	Yankee Trader	-	3/31/2000
2314	Rich, The fellas at Plexus should be sending you your commission for the great	jim heger	-	3/30/2000
2313	Marsha, Thanks for the report. I think SLR is the cheapest right now and estima	rich evans	-	3/30/2000
2312	from report for which the URL was previously posted: ---visits to SCI System	Marsha Landau	-	3/30/2000
2311	Can you cut and paste the relevant parts?	solderman.com	-	3/29/2000
2310	Hi people, does anyone know if the celestica visit was good, and if they are g	Jean M. Gauthier	-	3/29/2000
2309	Prudential report on EMS industry (SCI, JBL, SLR) following visit to Mexico: 2	Marsha Landau	-	3/29/2000
2308	SCI has been looking very good. I think the discount it receives relative to o	MGV	-	3/28/2000
2307	DLJ lifts CEM price targets biz.yahoo.com NEW YORK, March 28 (Reuters) - Dona	G.M. Flinn	-	3/28/2000
2306	AimGlobal (AGT) financing "highly over-subscribed" AimGlobal Technol	sPD	-	3/27/2000
2305	Anybody think FLEX is getting a little pricey and too far ahead of the ECM grou	rich evans	-	3/24/2000
2304	Message 13272746 CSFB Note regarding JBL Mix	MGV	-	3/24/2000
2303	If Lucent warns, I guess we may get short sell-off. But it would be unwarrante	kolo55	-	3/23/2000
2302	IF they warn, and only IF, it will be because business is TOO GOOD, again... T	Jean M. Gauthier	-	3/23/2000
2301	Paul, today on CNBC they were saying that rumors were flying around the NYSE fl	Robert G. Harrell	-	3/22/2000
2300	I'll be in a position to comment after Tuesday afternoon. The little that	MGV	-	3/18/2000
2299	I take NO response as a NO ????	maroon	-	3/18/2000
2298	Paul, Do you still follow XTEL ? They made an interesting announcment this we	Mitchell	-	3/17/2000
2297	JBL hits estimates at $.37, announces 2 for 1 split .. biz.yahoo.com	G.M. Flinn	-	3/16/2000
2296	Paul, I stand corrected about Pinez of Centennial Technologies fame. Apparently	Rick Kraus	-	3/16/2000
2295	Flipped out of SLR to JBL yesterday and today. Moved from SLR into half the nu	kolo55	-	3/15/2000
2294	Anyone familiar with ViaSystems? They will be going public next week. Thanks	maroon	-	3/15/2000
2293	Market Cheers Solectron Earnings Report (From Thomson I-watch) SLR -- Printed	Asymmetric	-	3/14/2000

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