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

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To: Creditman who wrote (1033)12/27/1997 5:25:00 PM
From: patroller  Read Replies (1) of 2542
 
Creditman your right,but the oem's will buy from them as well as the ecm's,so their not as likely to gain as the assemblers will,the reason is as you know the assember's get the product to the market 2to3 weeks faster than the oem's so their more likely to grow than the board maker's.jmho what do you think?
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