Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Jeff Haas who wrote (1247)	2/17/1998 8:18:00 PM
From: Creditman	Read Replies (1) of 2542

Jeff .. You got all of what I said wrong ... probably my fault. See DIIG has a chip company and board shops don't. I believe most of DIIG's revenues come from assembly; not just back panels like some of the board shops call assembly but real build the whole gizmo, turn-key assembly. DIIG is a smaller Solectron and a chip company ... not a Hadco. But DIIG also has Multek which is a very hi-tech, quick turn board company ...started in Orange County, CA ... opened in the Minneapolis area a year or two ago and recently took over the IBM Austin RS6000 facility in Austin. Solectron farms out its boards to be made as does SCI and others while DIIG can make their own What I said, meant anyway was that whatever is causing DIIG to move down a bit is not IMHO Hadco. I bet it is just people worrying about DIIG and all their new ventures ... like Austin. Or maybe it's just profit taking.

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