Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: jeffbas who wrote (1522)	5/16/1998 2:13:00 PM
From: kolo55	Read Replies (1) of 2542

I guess Indonesia less than 1% of sales for ECM stocks Most of the US publicly traded international ECMs have about 5-10% of their final end market demand in Asia, outside of Japan. Indonesia demand is much less than Korea, Taiwan, and China, so I expect that less than 1% of sales for these companies. The ECM firms, and OEMs, based in Taiwan or Malaysia, could have more Indonesian exposure. But also remember that ECM manufactures probably less than 10% of the electronic products (in terms of valuation) in those countries; so even Asian firms like Venture Manufacturing (on Top 10 list world-wide), probably don't have big Indonesian exposure. What are you thinking? Paul

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