Electronic Contract Manufacture (ECM) Sector Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: solderman.com who wrote (1897)	11/17/1998 9:39:00 PM
From: kolo55	Read Replies (1) of 2542

Still an amazing statement. But considering that Solectron seems to be passing SCI as the largest EMS provider, and is extending and tapping into new outsourcing markets the others can't seem to penetrate (Japanese companies and NCR), I can understand why the market would want to award them a premium valuation. I just think this valuation is extreme, and prefer to put my assets in the up and comers FLEX and JBL. On the Solectron thread, they apparently said in an analyst meeting that they will do $20B in revenues by 2001. If they do, the growth in this sector is going to be huge, much bigger than most forecasts. It should actually help the sector, because SLR is bringing new customers and business into the sector. Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next