Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Robert G. Harrell who wrote (2115)	7/26/1999 12:58:00 PM
From: solderman.com	of 2542

DIIG's "weakness" is the fact that it is not focused completely on ECM work, but also has a PC fab division. They have been spinning off other non-core divisions, but it looks like they will stay with Multek for now. This a low-margin end of the business that surely acts as a drag on the share price. See HDCO as a good comparison, also HDCO is more slanted toward fab than assembly, so it's nearly a mirror image of DIIG. In addition, Dovatron is not in the same class as SLR, SCI, CLS, JBL and FLEX when it comes to aggressiveness and a clear vision of where they are going. solderman.com

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