Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (2169)	11/28/1999 7:10:00 AM
From: Creditman	Read Replies (1) of 2542

Yes Rich, Lots of "light" in FLEX' future. Lots of good things in the future of most all of the outsourcers. There is still the trend of OEMs turning over their factories and production to ECMs on pretty favorable terms in return for "supply back" arrangements. All the large firms ... SLR, SANM, SCI, etc. should continue to prosper. I wonder if we will see more vertical integration along the way too... like more of them pick up PCBs like the Multek part of DIIG. Didn't DIIG have an ASIC operation too? That kind of chip making company could be a "must have" now for other ECMs ... in order to compete with FLEX. What do you think?

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