Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Sam who wrote (2505)	5/2/2001 10:33:37 AM
From: rich evans	Read Replies (1) of 2542

All the EMS companies in their CC recently said they do not have inventory risk. This has helped them. But now even more Michael Marks opinion that this downturn will be great for ECMs is taking hold. Check out this news release on the EMS conference. It looks like liftoff today. biz.yahoo.com Anyone have ideas of which companies would be best. PLXS announced today that they are buying a small Wireless EMS. If the industry is consolidating as Marks and others state it will, some of these lessor EMS companies like PLXS may be gobbled up. Rich

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