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

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To: rich evans who wrote (1080)1/8/1998 12:41:00 PM
From: patroller  Read Replies (1) of 2542
 
TOO ALL:I talk to the IR deptment at jabil (Beth Walters)and during our dicussion we talked about their year end statement and I told her that they articulated the value of the ecm's industry and the added value of being a globle player better than anybody has to date.She said that she wish that they also stated that their industry has only saturated 14% of their market and that because of this they will consistantly grow for many year's to come,she also found it hard to believe that the market has not imbraced these fact's.Anyway I thought the 14% figure was important, in that it should clear up where we stand relative to the gowth curve in the industry.Were just getting started,as I see it.Patroller
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