Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: MGV who wrote (2438)	9/13/2000 9:22:48 AM
From: Sam	Read Replies (2) of 2542

<<SCI preannounces - component shortages, weakening PC demand, weak consumer electronics>> Did they specify which components were in short supply? The usual suspects--capacitors, flash chips? Weak consumer electronics? Which ones were weak? PDAs? Digital cameras? And haven't we just heard that unit sales for PCs are still growing, it is margin problems that are plaguing the PC vendors? I wonder if this isn't more of SCI problem, not an ECM sector problem. Sam

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