Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (954)	12/11/1997 9:43:00 PM
From: jeffbas	Read Replies (1) of 2542

Kent - "slower rampup of new customers and of new customer orders" Paul, Creditman - do you think this is a company specific problem or do you think that the so-called 25% industry growth rate is overstated or being more than met with increased or underutilized Asian capacity, with a shakeout of marginal players and lousy margins for everyone in store? (That is what the stocks are saying.)

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