Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: Marc who wrote (2109)	7/6/1999 8:13:00 PM
From: rich evans	of 2542

The ECMs are on a roll. Such news articles you pasted are now on the street. They all seem to be responding and not just Jabil, Flex and SLR. Jabils buy out of EFTC is going to make them much more desirable to the OEMs who want the whole enchildada which now seems to include service to their warranty repair etc. Received the merger documents on the ACTM and CMCI deal today and there seems to be enough at the table for everyone to do well in this sector. Reminds me of a Tonga feast. The "heads" and foreigners got to eat first at the Feast but there was plenty of "little pigs" left for the lesser members. Rich

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