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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
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2442After the CC, it clearly is more of a company specific than industry wide probleMGV-9/13/2000
2441SCI / component shortages. tantalum and ceramic caps were the only specific comG.M. Flinn-9/13/2000
2440I agree with you, Sam. This is typical of SCI. Boy, have they ever fallen from tsolderman.com-9/13/2000
2439<<SCI preannounces - component shortages, weakening PC demand, weakSam-9/13/2000
2438Trouble in the industry: SCI preannounces - component shortages, weakening PC deMGV-9/13/2000
2437September 13, 2000 Contractor builds a fast following SMTC joins Celestica: Harsolderman.com-9/13/2000
2436CEM Valuation update 9/11/00; ACTM still looks cheap. Stock Price 9/11 AvgG.M. Flinn-9/12/2000
2435Looks good. SLR beat both top and bottom line consensus with good guidance. CoMGV-9/11/2000
2434SLR nailed it. $.27 vs. $.17 biz.yahoo.com Monday September 11, 4:02 pm EastG.M. Flinn-9/11/2000
2433FWIW: TheCoveredCall.com: SLR's Q4 results could make or break EMS stocks Sam-9/11/2000
2432Goldman, Sachs & Co. Investment Research: Initiates Coverage: Goldman SachsMarc-9/8/2000
2431ACTM up $9 at the open today. Amazingly, per my calculations it is still hugelyG.M. Flinn-9/8/2000
2430Re: the Bear article ... hard to be more bullish than that. Wow. That about suG.M. Flinn-9/8/2000
2429Thanks for flagging it.MGV-9/7/2000
2428Here is a news release today which is quite bullish for the Sector. <i>Berich evans-9/7/2000
2427I don't think Glenn is suggesting the table is a "magic bullet." MGV-9/4/2000
2426What about us BHE investors? You forgot it. I think with all that is going on irich evans-9/2/2000
2425CEM valuation update as of 9/1/00 ... the following table shows closing price oG.M. Flinn-9/2/2000
2424Nice move up in ACTM today... Message 14307989Rob Preuss-8/31/2000
2423Well Paul, I liked it better at $19 a couple of weeks ago. I did some work onMGV-8/30/2000
2422MGV, are you recommending it at current price?Paul Senior-8/30/2000
2421Is there anyone else in MSV?MGV-8/30/2000
2420Good day for all the ECM stocks. Today. I am hanging on to JBL and for dear liferich evans-8/17/2000
2419Patroller, When did you drop sex from your interests and hobbies?solderman.com-8/15/2000
2418Just thought I'd say hi to all you pancake flipper's <ggg>, I stilpatroller-8/14/2000
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