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 (993)	12/18/1997 11:43:00 AM
From: rich evans	Read Replies (3) of 2542

Do you think its a buy now? Or not worth the risk and time it seems to take to recover ala ACTM. Or just an avoid based on better fish to fry in sector based on your anaylsis of future and 18acastra's comments? 15-16 seems very attractive especially if these midtiers do some consolidation. And can they compete in the high mix low volume business and grow? Rich

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