Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (846)	11/8/1997 12:27:00 AM
From: Brendan W	Read Replies (2) of 2542

I've been on the sidelines watching the CEMs for a while. I believe there will be a shakeout where two maybe three global players dominate the industry. I think revenues will gravitate and then snowball to those CEMs that are the low cost producers, have the worldwide presence, have the best access to capital and new semi equipment, can spend the most on IT, and so on. To this point I thought this would be Solectron and SCI Systems. Do others concur that if you had to pick two these would be the two? Is there reason to believe there are second-tier players that can challenge them? If so, who and why? (I am not interested in niche players ... I want to go for the heart of the industry.) P.S. I don't really know the industry... so please take no offense to these two names.

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