Solitario Significantly Expands Its Bongara-Chambera Land Position
Recent mergers of Benchmark BHE and Pemstar, as well as Flextronics FLEX and Solectron SLR , have raised interest in how consolidation could change the competitive landscape of the electronic manufacturing services (EMS) industry. We think consolidation could benefit some firms, but we doubt ...
Solectron SLR reported fiscal 2006 results Thursday that slightly exceeded our expectations. We are maintaining our $5 fair value estimate for now and emphasize the slow and challenging road ahead for Solectron's recovery. While we are encouraged by Solectron's efforts to improve revenue growth, we ...
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