Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Ron Kory who wrote (1198)	1/31/1998 12:16:00 PM
From: rich evans	Read Replies (1) of 2542

I talked the the CFO of another boardmaker the other day. The reason for the poor stock price seems to be that a couple of analysts in the industry have put out reports that the ASIA board makers are going to become more competitive and oversupply the market with PCBs. So stocks like HDCO are languishing. I personally don't believe it. The asia companies have always competed in the lower layer counts up to about 6. And eventually will he feels compete at the higher levels but I don't think they can get their supplies and machines etc any cheaper. Creditman would know about this. Anyway he did confirm that pricing was flat and competitive but this was the case long before the Asia situation. So I agree with Patroller that it is a matter of different perception at this time and time will tell who is right. Hopefully this time will be in the spring-summer period when a better read can be make on whats happening. Rich

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