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
2417	SCI picked up McData, the storage company. McData is an EMC spin out in the fas	MGV	-	8/14/2000
2416	Mark, still holding quite a bit of SCI. Just felt ACTM might be a better short	G.M. Flinn	-	8/13/2000
2415	Paul, I was looking into LDP and noticed your name there. It looks good to me.	MGV	-	8/13/2000
2414	Glenn, As you were taking some nice profits in SCI, I was buying more! I have b	MGV	-	8/13/2000
2413	Paul, re: flipping. SLR is the 2nd most undervalued CEM now amongst the big boy	G.M. Flinn	-	8/13/2000
2412	I have also picked up a lot of SLR lately. Based on my model, SLR is about 20%	kolo55	-	8/12/2000
2411	Being fixated on following in the footsteps of fortunate flippers, I flipped a	Paul Senior	-	8/11/2000
2410	Growth rate accelerating, margins improving, top tier level asset base, lowest v	MGV	-	8/10/2000
2409	BofA price target of $95 on SCI looking strong, and still considerably underval	G.M. Flinn	-	8/10/2000
2408	BHE got their money on their secondary.I think they are on their way. Rich <	rich evans	-	8/9/2000
2407	Aug 7, 2000 BofA lifts SANM, JBL, FLEX --11:46 am - By Tomi Kilgore. Analyst	Marsha Landau	-	8/7/2000
2406	Rich, nice summary of the SCI call. I found it very interesting that SCI projec	G.M. Flinn	-	8/3/2000
2405	I don't follow CLS too closely. MGV does though and would have your answer a	rich evans	-	8/3/2000
2404	If you compared CLS to those 2, just how would they compare ? Is not CLS growin	Jean M. Gauthier	-	8/3/2000
2403	Good Quarter for SCI and very good CC. Interesting to compare SCI to FLEX. Simil	rich evans	-	8/3/2000
2402	SCI record earnings, $.38 vs. $.30 biz.yahoo.com Wednesday August 2, 4:05 pm E	G.M. Flinn	-	8/2/2000
2401	Dain Rauscher forecast that SLR will be impacted by mobile phone exposure in FY	MGV	-	8/1/2000
2400	Jitters and fears. Fears that earnings warnings from cellphone makers will spil	kolo55	-	8/1/2000
2399	And Celestica's, CLS teeny GREEN advance... Bizarre.. Anyone know anything	Jean M. Gauthier	-	8/1/2000
2398	Anyone, have any ideas on SLRs continued slide especially today at double the vo	rich evans	-	8/1/2000
2397	Does your relative analysis include BHE? Bhe filed a recent S3 report which has	rich evans	-	7/31/2000
2396	Rob, thanks for relating your knowledge of ACTM mgmt. personally, I do not carr	G.M. Flinn	-	7/26/2000
2395	Glenn, Let me step in and offer a remark regarding ACTM management. I agree wi	Rob Preuss	-	7/26/2000
2394	Paul, re: valuations, etc. I follow all of the same companies as you in my ow	G.M. Flinn	-	7/26/2000
2393	Paul, thanks. I am aware of the fiscal year end differences and my references f	G.M. Flinn	-	7/26/2000

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