Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Creditman who wrote (1043)	12/28/1997 3:58:00 PM
From: Joe Dancy	Read Replies (1) of 2542

Hey Creditman - was a good article in Barron's this weekend that mentioned the ECM sector and how hot it has been, and how it should not be impacted by Asian problems, and how companies are posting record earnings and revenues - by Eric Savitz if I recall. He mentioned the larger ECM players and the Frost and Sullivan study saying the ECM sector would grow at a compounded 26.1% for the next 5 or 6 years. Geez, I'd settle for a 26.1% compounded return in my portfolio over that time period -g-. No mention of the smaller players. Best - Joe

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