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 (1722)	9/13/1998 11:14:00 AM
From: patroller	Read Replies (2) of 2542

Douglas if you look at jabil flex slr sci there is no excess cap. in fact these companies are adding new cap. as we speak and growing at 25-40% or better,everyone of these companies manufacture in the low cost area's. Douglas because they have money, they are more competitive they can afford the most efficient equipment,they get bigger contracts because they provide a world wide operation. Are their margins being being hit I don't think so,not with that kind of demand.Anyway there are many more reasons why Paul K 18acastra and I have been saying we like jabil and flex so much,mostly they are better positioned.jmho patroller

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