Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: 18acastra who wrote (989)	12/18/1997 11:02:00 AM
From: 18acastra	Read Replies (3) of 2542

ECM sector selling off today because Plexus announced bad earnings. Plexus down about 30%. Investors don't understand that scale, global players like SLR, FLEXF, JBIL, SCI growing at expense of poorly positioned, second tier players like Plexus. Plexus announcement is irrelevant. I think over time, the second tier players like Plexus, ACTM, etc. will continue to struggle because the scale players will get all the best business. Plexus and ACTM problems are good examples of this hypothesis. My opinion.

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