Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: jim heger who wrote (2123)	9/7/1999 2:57:00 PM
From: rich evans	Read Replies (1) of 2542

Thread getting quiet. Today there is lots of strength in the mid-tier quality ECMs such as BHE,DIIG,PLXS as compared to the big boys. With all the publicity recently about EMS companies, maybe some money is rotating into these lower PE companies which should share in the EMS growth? There is a lot of business out there for the the highmix low volume smaller players IMO. Rich

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