Electronic Contract Manufacture (ECM) Sector Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jbe who wrote (1416)	4/3/1998 4:13:00 PM
From: Larry Unger	Read Replies (1) of 2542

With all the outsourcing going on, companies like SCI must build additional capacity to take on this business. Therefore, capex has got to increase at a much higher rate initially, then the earnings will follow once the new programs ramp. If you have time, compare this ratio to the other ECM players and let us know how everyone stacks up.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next