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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: rich evans who wrote (2366)6/28/2000 4:47:00 PM
From: Nevin S.   of 2542
 
Thanks for the reply Rich and the link to the post on Windriver. I read this just this morning as someone reposted it on the CIEN thread as well. I, like you, sense that there will be a slowing of growth somewhere down the road. It could be five years out but it could be extended if the Japanese and European OEMs embrace outsourcing like their U.S. counterparts.
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