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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: DennisToo who wrote (3920)	12/26/1998 12:36:00 AM
From: CRay33	Read Replies (1) of 90042

Dennis, I agree about the contract manufacturers. FLEX and JBL are having outstanding quarters. JBL has been my best holding this year, and with the expected growth over the next 3 yrs - I'm holding it long. The trend for PC & Networkers are similiar to what the automotives are doing - design the system, then send it out to be manufactured by someone who specializes in efficieny. Rather than having companies supply components, they are now supplying sub-systems and full-systems. This trend is happening throughout the country's manufacturing base. BTW, JBL will announce a split in January.

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