Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Douglas V. Fant who wrote (1390)	3/24/1998 12:26:00 PM
From: jeffbas	Read Replies (1) of 2542

I think your parallelism idea is very sound, particularly considering the interrelationship of the ECM's and its customers. However, a similar percentage decline has the implication that the better ECM fundamentals (because of the secular trend toward outsourcing) was fully reflected or even over-reflected in the prior peak prices (because the decline in fundamentals has been less than that of its customers).

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