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 (2325)	4/17/2000 10:51:00 PM
From: G.M. Flinn	Read Replies (2) of 2542

Rich, re: HDC. I wonder who might be next, as I am sure there are several more to go. PLXS (likely IMO), ACTM (very cheap)? I do not know enough about how either might fit into the plans of Top Tier CEM players to speculate. I understand that there is some pressure to vertically integrate at CEMs due to capacity constraints / component availability issues. They are resisting as much as possible for now as this would potentially harm their core competency of cost efficiencies ... vs. the camp that thinks it is worth it to avoid all the delays in getting product out the door due to supply problems. It will be interesting to see how this entire sector and its unique issues play out. One thing for sure, the CEM sector will be growing at a torrid pace for years to come.

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