Peter these are exciting time for me,merrill came out with a post about A NEW ERA Dawning ,well as you will read they say what Paul K, 18acastra and I were saying about the future Growth in this industry year's ago,18 is gone but none the less he was right.
When I said that 6 ecm companies would grow to be bigger than their customer's ,I think most thought I was nuts<ggg>,having said all of that IT WOULD BE WRONG if I thought you and other's weren't agreeing its just that Paul and I were saying it with all we got and as a result of our faith, I know I have made a unbelievable sum .
Read and enjoy,by the way 4 year target 480.patroller
"We think these responsibilities (referring to the increased role EMSs play in the supply chain management for OEMs) will change the role of EMS providers in such a way that some of these companies grow larger than some of their key customers. As discussed in Charles H. Fine's thought provoking book, "Clock Speed," the technology industry is constantly evolving and new industries often spring up from outsourcing opportunities provided by large technology companies. He cites examples such as Intel and Microsoft that essentially began their businesses with outsourcing relationships with IBM and levered these relationships into proprietary technologies. Analogous to these companies, we think some of the larger EMS providers are following a similar strategy that could result in an industry that looks dramatically different from the one we see today. Part of this evolution is gaining respect in the supply chain which we believe is beginning to occur, the next step will be the development of proprietary technologies." |
