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 (2480)	1/14/2001 8:15:25 PM
From: MGV	Read Replies (1) of 2542

LOL rich I thought you were at least a little better than you've shown. Why muddy yourself? Do you own VLNC and/or SNRS also? Consider the old fashioned concept of accountability as the best reason why at least one old poster has disappeared. As for ECMs, the JBL quarter turned out to be a big blow to the argument that ECMs are defensive positions in a tech slow down. I think the truth lies somewhere in the middle and still like more than ever the top tier names above the smaller ECM companies. The CM market still is under-penetrated and slowdowns are mitigated by new outsourcing deals. At the same time, temporary slowdowns in organic growth have no less brutal effect in the ECM space when high expectations are unfulfilled as they do in other industries. In each case multiple contraction is the end result.

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