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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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2467Thanks a lot. [eom]Marc-10/31/2000
2466From Bear Stearns: Assuming NEL's publicly announced (on October 19) revenuMGV-10/31/2000
2465I think it is around 1 P/S.MGV-10/31/2000
2464First impression turns to SLR's recent Sony win and promise of more businessMGV-10/31/2000
2463Thanks, very informative. My numbers on revs seem wrong. 2000 seems estimated torich evans-10/31/2000
2462Rich- check out their web site: nel.com.sg solderman.comsolderman.com-10/31/2000
2461Marc, If my rev rate is correct for Nat STeel then SLR would have paid 2.3bill /rich evans-10/31/2000
2460<<Not sure but think sales of NatSTeel about 5 bill so the PSR is about .5Marc-10/31/2000
2459Anyone have any thoughts on the big deal announced by SLR today buying NatSteel rich evans-10/31/2000
2458Would disagree re ACTM having been the lead plaintiff in the old class action larich evans-10/28/2000
2457Well, I'll add a little to my small ACTM position today. Whatever its crimePaul Senior-10/27/2000
2456Actually MGV, one of my problems is that I have lots of trouble imagining it. BPaul Senior-10/20/2000
2455How about those SCI and VG moves? FLEX, CLS, SANM, SLR - they all look good. IMGV-10/20/2000
2454Flex in their CC talked about this SLR-Sony Deal. They were delighted. The electrich evans-10/19/2000
2453I don't know if it was the result of Sony's decision or not, but everyonSam-10/19/2000
2452You are right. A decision by the Japanese to outsource manufacturing is a powerMGV-10/18/2000
2451Here's a link which reports Sony will be doing some outsourcing to SLR: yahPaul Senior-10/18/2000
2450Good to see all the ECM stocks including SCI do so well today and start recoveririch evans-10/13/2000
2449I agree that SCI is on special but I'd already bought a bunch more at 40 a cRick Kraus-10/5/2000
2448Looks like SCI is having a bluelight special today. I don't think its justifrich evans-10/5/2000
2447FWIW, in the aftermath of the Dell preannouncement: 8:21AM Dell Exposure : CS FiSam-10/5/2000
2446Flex is accelerating and SCI is way too low in low 40s. FLEX is not too high heMGV-9/19/2000
2445It is strange listening to FLEX's conference call on Sept 5 as to business crich evans-9/18/2000
2444eb-mag.comMarc-9/15/2000
2443SCI Reaction way overdone IMO. Settop boxes are also made by FLEX I believe and rich evans-9/13/2000
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