Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (1793)	10/2/1998 12:36:00 PM
From: Larry Unger	Read Replies (1) of 2542

Reason for asking..... I want to take advantage of the recent market weakness as it relates to the ECMs and focus on those who serve Cisco in particular. Cisco will enable the internet age for many years to come. I can't stay away from the value in these ECMs. Does anyone know how much of Cisco's mfg is currently outsourced and who their "favorite" is? Separate question - in valuing these ECMs, how much value has been awarded based on what is considered cutting edge initiatives in the supply chain arena, and the resulting value to be derived from the OEMs as they attempt to improve this area of their own businesses? Consider Solectron for example. They are a lot more vocal in this space than most others. Could this be a reason for some of the disconnect between valuation of SLR and others? Just something additional to keep in mind. Gotta go. Thanks for the response.

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