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 (1017)	12/27/1997 7:39:00 AM
From: Creditman	Read Replies (2) of 2542

Super Barron's article re ECMs mentions DIIG, SLR, SANM, JBIL, Flextronics et al ... Very positive, downplays impact of Asia (as we already knew!) and says growth potential is "huge". Check it out! The cover article is about Allied Signal; mentions their electronic materials business and possible acquisition of Morton Int'l. In case you do not know, Allied is big in our industry making laminate, selling copper in conjunction with Mitsuii. Morton makes "solder masks" and other film related products used in board manufacturing.

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