Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (1720)	9/13/1998 12:12:00 AM
From: Douglas V. Fant	Read Replies (2) of 2542

patroller, the fear of declining margins and excess capacity I assume has driven the prices of ECM's so low. And indeed for some of the small cap brethren, sisters, that could become an issue. But if you look at a FLEXF, SLR, SCI, HDCO, or JBIL, it's hard to see the larger players being hurt long term too severely by these trends... Sincerely, Doug F.

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