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 (1084)	1/8/1998 7:47:00 PM
From: patroller	Read Replies (2) of 2542

Paul good job.And I think the worst case is as I've already said,the ecm raise their cost to the point that it's profitable for the oem's to do it themself's,greed could turn the tide,some where a long the road it probly will 5-6 year's from now,because the ecm will have more power than ever before and if they weild it in the wrong way the oem could bite them in the butt.However if they stay cool we will own some blue chip company's.Ten year's from now sci should do about 40 bil in rev's slr about 35 bil flex and jabil 20bil each. jmho patroller

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