Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (2177)	12/14/1999 1:34:00 AM
From: patroller	Read Replies (3) of 2542

I think will get hit also,but I'd rather have a part shortage derail me than say industry slow down or loss of a customer,asia,world wide growth slow down interest rate hike and on an on.Two things come to mind some suppliers are a week or two behind due to a earth quake or demand is better than expected for the Oem's.Of course it could be both,interestingly the electronics industry is only growing at about 14% so the overall parts should only grow at the same rate unless we have excelerated,if this is the case overall growth should exploded for the ecm's ,if it is not the shortage should take care of it self.patroller

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