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 (1278)	3/4/1998 11:27:00 PM
From: jeffbas	Read Replies (3) of 2542

Paul, they usually throw out the baby with the bath water. Therefore, I would appreciate it if you would stick a brief qualitative comment on the 4 leaders as to their exposure to this issue - like "substantial" or "minor". How would you view this as impacting demand for domestic capacity in ECM industry? In particular, I have in mind the so-called private market value of a "dog" we both know. Also, could there be second order effects that say Flex might not like if SCI were to become a tougher competitor for non-PC business, because it had less used PC capacity than previously planned for?

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