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 (992)	12/18/1997 11:36:00 AM
From: rich evans	Read Replies (1) of 2542

Well you have been right with this hypothesis so far. As a substantial holder now of ACTM it causes concern for me . The question I would ask is does the price difference (discount) of the second tier players create a good investment anyway given their more limited growth possibilities . Or instead of growing slowly will they wither? Put another way is their a niche for high mix low volume business which ACTM.PLXS, and BHE can serve better and will this niche grow or can a second Tieer coompany become a leader in one specialty of this low volume type like Medical Electronics for BHE. If so then at the "blue light" prices maybe these stocks will pay off. Of course I think I am sounding like someone trying to convince himself being underwater in ACTM and high on a windswept hill with FLEXF. And then their is DIIG not your favorite stock but the question is where does it fit in this lineup? Rich

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