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   Technology StocksCelestica


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To: Ciao who wrote (446)7/24/2001 5:48:43 PM
From: IceCube
   of 456
 
The analyst reports were just days before the Q2 reports. Furthermore, consider the earnings estimates on Q3 and the long run and you'll notice how well CLS is poised for growth. A 10 billion dollar contract from the acquisition of two key Lucent plants will generate a very high cash flow.

CLS is a victim of the short lived "earnings report" season. Even at such it remain held up pretty strong. Investors will benefit on taking advantage of buying opportunities just like CLS continues to apply.

Comments?

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To: IceCube who wrote (449)7/24/2001 10:20:40 PM
From: Ciao
   of 456
 
Lucent's future is uncertain, so the purchase and lease of 2 plants is questionable. The business is still a low margin, high volume business, so it would be easy to move from a profit to a loss.

I still hate the use of adjusted earnings. The company grows from acquisitions, so lets talk net earnings which takes into account goodwill charges. Goodwill represents "overpayment". IMHO CLS is overvalued. With the talk of a global recession, I dont't see thinks getting better for at least a year.

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To: Ciao who wrote (450)7/25/2001 9:09:20 PM
From: IceCube
   of 456
 
When CLS takes over the operation of the Lucent plants, clearly it's the only remedy for profit. Those plants need positive cash flow in order to implement real growth in that sector. Celestica will meet and surpass this requirement. A $10 billion dollar US deal is something worth investing in. CLS could have made the mistake of buying these plants earlier when they were over valued.

Long positions will be fairly compensated. Can't say much about shorters however...

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To: Clement who wrote (422)8/26/2001 8:48:15 AM
From: Arthur Tang
   of 456
 
This man started personal attack, watch out for his stupidity.

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To: Arthur Tang who wrote (452)8/26/2001 11:34:18 AM
From: Clement
   of 456
 
(OT) Arthur:

I expect my arguments to be judged on their merits. That has been the claim from the beginning. If you choose to continue this infantile behaviour, that is certainly your perogative and I have no objections but others on this board might.

I continue to hold Celestica at a profit and I think their business model will by highly lucrative in the future. My opinion of EMS providers is that they are the bullet makers in the tech wars who will survive no matter who wins. Those with enough mass around the world will most efficiently be able to allocate resources as large companies will award them the most contracts because of their geographical coverage and ability to use economic advantage most effectively.

What is your opinion Arthur?

Clement

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To: Clement who wrote (453)8/27/2001 5:00:40 AM
From: Arthur Tang
   of 456
 
You are hyping the stock and as an investment analyzer, SEC will investigate your holdings. You are stupid to take a chance like that.

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To: solderman.com who started this subject1/11/2002 12:32:52 AM
From: xtahce
   of 456
 
Celestica looks to rebound from tough year
By EBN
Jan 9, 2002 (9:56 AM)

....Marvin MaGee, president and chief operating officer, says the Toronto-based company will reach $20 billion in revenues in 2004. Prior to announcing the deal with NEC, he spoke with EBN senior editor Claire Serant about the company's customer relationships and outlook...

Continued...
circuitsassembly.com

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To: xtahce who wrote (455)1/11/2002 9:40:53 AM
From: Marc
   of 456
 
Thanks for the link.eom

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