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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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2492[duped message, sorry]Sam-3/11/2001
2491Bob. I would agree with you re the latest downdraft in the ECMs . Marks commentsrich evans-2/8/2001
2490Rich, isn't this sell off today based on Cisco results a gross overreaction?Robert G. Harrell-2/7/2001
2489BHE seems to be selling very cheap based on its results and projections. SEE silrich evans-2/7/2001
2488Lots going on in the ECM sector. The FLEX deal with ERICY getting lots of press,rich evans-1/27/2001
2487." Valuations are low by historical standards" Jack. I would disagreerich evans-1/19/2001
2486Flextronics (FLEX) 37 15/16 +2 13/16: The EMS sector is rallying today after getJack Hartmann-1/19/2001
2485SANM is really humming. The cc very positive. Here is my post from the SANM boarrich evans-1/17/2001
2484LOL rich I thought you were at least a little better than you've shown. WhyMGV-1/14/2001
2483Erased duplicate.MGV-1/14/2001
2482Contract Manufacturers by the numbers Jabil (JBL), Solectron (SLR), FlextronicsJack Hartmann-1/13/2001
2481nice post, rich the jbl- marconi deal really puts an exclamation mark on your cjim heger-1/12/2001
2480This is my keep the thread alive post. Great day for all ECMs today. Motorolarich evans-1/11/2001
2479More on SLR and the sector: zdii.com MarshaMarsha Landau-12/19/2000
2478What I liked about the SLR conference call besides the results was Susan Wongs lrich evans-12/18/2000
2477Good strong report from SLR. Hope this breaks the recent ECM downtrend, especiaSam-12/18/2000
2476These Korean companies are going into the foundry business and not related to EMrich evans-12/5/2000
2475DRAM Makers Poised to Enter IC Contract Manufacturing Market puborectalis-12/5/2000
2474I haven't heard the Korean rumors so far. If, I would not be very concerned:Michael H-12/5/2000
2473I heard that several Korean chipmakers were venturing into the circuitry outsourColtonGang-12/5/2000
2472Well, the ECMs had a great day today recovering well for one days action. I wondrich evans-12/5/2000
2471No idea besides that I can't listen to both of them at the same time. MichaMichael H-11/29/2000
2470Anyone know what these are about? Just got an alert from Bestcall. FLEX FlexSam-11/28/2000
2469Yes, I think it is. <i>"Is this sell off in the ECM stocks a ridiculMGV-11/10/2000
2468Where is everyone? Is this sell off in the ECM stocks a ridiculous incorrect reaRobert G. Harrell-11/10/2000
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