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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: Paul Senior who wrote (2451)10/18/2000 8:33:54 PM
From: MGV  Read Replies (1) of 2542
 
You are right. A decision by the Japanese to outsource manufacturing is a powerful endorsement. This is the 2nd Japanese manufacturer to outsource to SLR. More are likely to follow more rapidly now. It is good for the industry.

I think FLEX is cheap here. I like SANM and CLS too. SCI is worth a dance again from here and VG is very cheap given that its PCB business (55% of revs.) is sold out for the foreseeable future and the remaining outsourcing business is growing fast and will boost margins.
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