Electronic Contract Manufacture (ECM) Sector Message Board

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

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From: rich evans	11/23/2004 8:39:48 PM
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I think it is time for the EMS sector to shine again. The restructuring is over. The outsource model has proved itself. And 30% growth seems the order of the day. Flex i.e. should do $1.00 a share in FY end March 2006. Looking for a recovery of these stocks even with profit margins reaadjusted to lower levels. Rich

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