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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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2517BusinessWeek Online DAILY BRIEFING -- Inside the No. 1 Tech Outsourcer Daily Brpuborectalis-2/18/2002
2516Anyone knows why FLEX is weak while JBL, SANM are up in the recent days? MichaeMichael H-2/13/2002
2515Lots of negative news about EMS industry by Tice and others which in my opinion rich evans-2/10/2002
2514be carefulmaroon-1/5/2002
2513Hi Paul, I guess you saw the news where SLR got nervous because of some stupid frich evans-1/3/2002
2512Hi Rich. I still have my ECM stocks. I am looking to add to positions, esp. wiPaul Senior-1/3/2002
2511Come on guys. Lets get this thread going again. Reports are out that EMS should rich evans-1/3/2002
2510IDC Sees Light at the End of Tunnel for the Contract Manufacturing Industry Marc-9/24/2001
2509Maroon, listen to Flex cc on their web site. Richrich evans-7/20/2001
2508who's forecasts?maroon-7/20/2001
2507If there ever was a time to invest in the ECM companies , it has to be now IMO. rich evans-7/19/2001
2506All the EMS companies in their CC recently said they do not have inventory risk.rich evans-5/2/2001
2505More on inventory risk, how Cisco's writeoff helps ECMs: zdii.com The good Sam-4/23/2001
2504On the other hand, see this post, from someone claiming that JBL is up to their Sam-4/13/2001
2503Today's ECMs rebound probably due to market's confirmation of Motorola&#Rick Kraus-4/12/2001
2502Well, here is some fodder for discussion...is it really this bad? Some on the StClouseau-3/28/2001
2501EMS providers feel the pain of industry downturn By Claire Serant EBNSam-3/27/2001
2500Well the ECM stocks are all in the green again and have gone up on average over rich evans-3/23/2001
2499From TheStreet.com, a little digest of ECM earnings news and analyst ratings: Sam-3/21/2001
2498The Yahoo Jabil board started a new board because of all the advertising. It'Bob Wells-3/13/2001
2497SOLECTRON TO CUT JOBS: Solectron Corp., a leading puborectalis-3/11/2001
2496Sam , with respect to: When you say, "The projections by each company for erich evans-3/11/2001
2495Hi Rich, Yes it makes some sense, but.... When you say, "The projections bSam-3/11/2001
2494Every CC I have listened to cited overbuilding due to overprojecting by the OEMsrich evans-3/11/2001
2493JBL announced cuts a few days ago, now SLR is joining the cutting party: news.cSam-3/11/2001
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