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
2367	Thanks for the reply Rich and the link to the post on Windriver. I read this j	Nevin S.	-	6/28/2000
2366	Nevin, I think the comments by the Fund manager are wrong headed.There have bee	rich evans	-	6/28/2000
2365	Thought we might get a discussion going on this comment by Steve Kirson, a fund	Nevin S.	-	6/28/2000
2364	Rich, this article contains a partial answer to your question about the role	jim heger	-	6/28/2000
2363	Here is a good read regarding the optical telecom infrastructure business. The	rich evans	-	6/22/2000
2362	Thanks for your insights.	Steven Dopp	-	6/22/2000
2361	This is the turnaround year IMO for BHE. I have no new info except what they sa	rich evans	-	6/22/2000
2360	I agree SCI is worth buying here. They are down over 25% on the HP box build w	MGV	-	6/22/2000
2359	Rich, what do you think of Benchmark these days? I'm worried about it. Ya	Steven Dopp	-	6/21/2000
2358	Flex is going to town but SCI looks like a blue light special to me. I don'	rich evans	-	6/21/2000
2357	SLR reports .21. Here are some raw numbers. Cash way up, as expected. But so ar	Sam	-	6/12/2000
2356	That was what did it and I think that is what makes opportunities.	MGV	-	6/9/2000
2355	Can that be the same Prudential report that has sent the price of SCI down more	jbe	-	6/7/2000
2354	excerpts from Pru visit to SCI AND JBL Analysts: Ellen Chae (415) 274-7955 * Y	Marsha Landau	-	6/6/2000
2353	Ben, I can see how they may have miscalculated sunbeam's problems. They pro	Nikos Tsivranidis	-	5/31/2000
2352	Wall St. Journal: Motorola to Outsource <<<<< Anybody know	Tim O.	-	5/31/2000
2351	but can you trust these guys? - as one who firsthand saw how immediately after	Ben Wa	-	5/30/2000
2350	<b>Global-Tech Appliances Reports Improved Fiscal Year Results and Declar	Nikos Tsivranidis	-	5/30/2000
2349	Wall Street Week guest recommends SLR as buy tonight....says IBM dull technolog	Yankee Trader	-	5/20/2000
2348	5/05/00 - Most CEMs beat Wall St. estimates May. 05, 200	Marc	-	5/7/2000
2347	SLR is Merrill Lynch "Focus 1 Stock" 12 Month Price Objective: $60 E	Marsha Landau	-	5/5/2000
2346	I have been slowly adding the last two days.	MGV	-	5/3/2000
2345	Lots of weakness the last few days for our ECM sector. Hard to completely under	rich evans	-	5/3/2000
2344	AGT - new $77M contract, Q4 estim. up, record backlog AimGlobal Technologies	sPD	-	5/2/2000
2343	I think everyone is affected to some degree. For all of them, the shortages li	MGV	-	5/1/2000

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