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
2342	SLR announcement seems to be affecting the whole group.Other's indicated th	rich evans	-	5/1/2000
2341	Likely there will be another buying opportunity for those interested in SLR thi	MGV	-	4/29/2000
2340	JDS Uniphase indicated that it is looking to outsource manufacturing for the fi	MGV	-	4/26/2000
2339	Nortel just reported tremendous top and bottom line upside (over 1 Billion and	MGV	-	4/25/2000
2338	Yes, Thanks Rich, I did hear the call. The raised guidance is something new at	MGV	-	4/25/2000
2337	I am going to jump in here: I am also holding SCI (since early this month) I wa	james s	-	4/25/2000
2336	>I like FLEX and SCI best here< MGV, I assume you saw the SCI earnings r	rich evans	-	4/25/2000
2335	I have them with a forward PE of 38 and FY 2001 of 1.80. The analysts know the	MGV	-	4/22/2000
2334	MGV,, Well if you are right about revs then at 3.3% net after taxes and 196 mil	rich evans	-	4/22/2000
2333	Thanks for the article Solderman. FLEX just reported pro forma sequential reve	MGV	-	4/22/2000
2332	Good article but of course to those of us on this thread they are preaching to	rich evans	-	4/22/2000
2331	Solderman-Thanks for posting the Fortune article.	Bob Wells	-	4/22/2000
2330	From the latest issue of Fortune: Blessed Are the Piece Makers No guts, no g	solderman.com	-	4/21/2000
2329	I have put up a board to discuss DDI Corp (DDIC) I currently hold DDI and SCI	james s	-	4/21/2000
2328	This lucent announcement should make us all smile in this sector. JBL and SLR h	rich evans	-	4/19/2000
2327	Rich, re: HDC. I wonder who might be next, as I am sure there are several more	G.M. Flinn	-	4/17/2000
2326	From Canadian Business Magazine: The shock of the old An Old Economy, low-retu	solderman.com	-	4/17/2000
2325	Anyone with thoughts on the HDC and SANM merger?. HDC has 52% of their business	rich evans	-	4/17/2000
2324	Amazingly, some CEM upgrades on Friday. RESEARCH ALERT - Electronic companies	G.M. Flinn	-	4/17/2000
2323	YUP!	MGV	-	4/11/2000
2322	Anybody think that DDI Corp (DDIC) a small EMS who went public today is a buy ?	Marc	-	4/11/2000
2321	Mark, I missed that BofA SCI $80 target. Thanks. I concur with you that there	G.M. Flinn	-	4/11/2000
2320	GM - Banc America reiterated $80 target today. Analyst - who is the top ranke	MGV	-	4/11/2000
2319	CSFB said Monday it raised its 12-month price target on shares of ACT Manufactu	G.M. Flinn	-	4/10/2000
2318	MGV, SCI is my largest CEM holding. Nice to hear about the DELL news. Co. is	G.M. Flinn	-	4/10/2000

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