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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Exacctnt who wrote (11473)11/30/1999 9:14:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Exacctnt,

If you want to consider outsourcing manufacturers, Solectron (SLR) may be the bigger and better company.

Now that you mention it, I'm reasonably confident you're right that Solectron is the big whig in that industry. The industry is capitalizing on the early phase of a huge trend that companies outsource their component manufacturing. For those interested in Kings, it would be well worth a look to see if indeed SLR controls enough market share to wear the crown.

--Mike Buckley
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