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 (1888)	11/9/1998 5:44:00 PM
From: Sam	Read Replies (1) of 2542

Paul, The strength in FLEX is probably due to a recommendation in Barrons in their Technology Roundtable by Roger McNamee (sp?). Surprising that there wasn't more strength in the ECMs generally, though one of their panelists panned them as too easy to play off of one another. But McNamee said that their customers may in principle be able to do this, but in fact don't treat them like that. I think that this is possibly a fairly widespread misconception. I would think that any company that outsources wants the company that is doing their manufacturing to be in reasonably good financial shape, would want to do a good job for them, and would treat them well as long their costs remain in line and quality is appropriate.

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