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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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2392Be careful to adjust for different fiscal years. I found your rack-up of forwarkolo55-7/26/2000
2391G.M Flinn. re: ACTM: I'd feel a heck of a lot better about ACTM though if I Paul Senior-7/25/2000
2390Paul, good luck w/ ACTM. Nothing wrong with moving money around within the sectG.M. Flinn-7/25/2000
2389Herb Greenberg on theStreet.com had some negative - surprise - things to say abohm-7/24/2000
2388G.M. Flinn. Okay, I'll flip a little into ACTM. Thanks for the comparativePaul Senior-7/24/2000
2387BHE reported a turnaround quarter. The interesting info for us ecmers is that thrich evans-7/24/2000
2386Mark, I also like SCI a lot here. The disparity in valuation between it and theG.M. Flinn-7/23/2000
2385<<"Ericsson needs to outsource more of the manufacturing of cell phonMarc-7/23/2000
2384Shortages in flash and capacitors are still limiting production in cell phones aSam-7/22/2000
2383Hey Glenn - Thanks for the summary. I really like SCI here. In % weights, I hMGV-7/22/2000
2382CEM valuations based on closing prices 7/21/00 and consensus estimates, here isG.M. Flinn-7/22/2000
2381No recommendation. Make your own judgement but it is a fact that SCI Systems trMGV-7/15/2000
2380Have owned SLR in the past and done well with it. Can anyone recommend a value ljm116-7/15/2000
2379Have owned SLR in the past and done well with it. Can anyone recommend a value ljm116-7/15/2000
2378He didn't mention the CLS - JDSU contract ??? celestica.com MArc.Marc-7/14/2000
2377reported this morning on CNBC: Paul Fox of Banc of America making comments on tMarsha Landau-7/14/2000
2376I think SCI is in turnaround mode Paul. It remains at a larger discount to otheMGV-7/14/2000
2375Oh yes I remember that post of yours. And I recall it every single day since toPaul Senior-7/14/2000
2374<i>"Dang. Missed flipping into SCI when it was a dozen points lower. MGV-7/14/2000
2373Regarding ECM strength. If I didn't see it, I would not believe it. WhatPaul Senior-7/13/2000
2372It appears that the markets for flash and capacitors are loosening up a little, Sam-7/7/2000
2371A very good day in the whole ECM area today. It has been really cooking. But therich evans-7/7/2000
2370 Optimism on outsourcing from Bear Stearns: biz.yahoo.comMarsha Landau-6/29/2000
2369 Growth Expectations for Outsourcing Grossly Underestimated Thursday June 29 10Marc-6/29/2000
2368 As bullish a reference to ECM industry as I have seen!MGV-6/28/2000
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