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 (1890)	11/10/1998 5:50:00 PM
From: kolo55	Read Replies (2) of 2542

Motley Fool has done a lot of work on Innovex. In fact, Innovex is one of the reasons I've been skeptical on the flex assemblers. I felt that Innovex was gearing up to move the technology away from the traditional flex assemblies. But now IBM, which I understand has the best hard drive technologies, has swung an assembly deal with SmartFlex. This is an extremely interesting sub-sector, but it requires a pretty extensive understanding of the technologies to play it properly, and I don't feel I have that background. Check out the Motley Fool write-ups they did when they added Innovex to their Fool portfolio. Paul

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