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 (6)	1/19/1997 8:24:00 AM
From: Clouseau	of 2542

Paul - Suggestions, Barrons Article. First, You've done a terrific piece of work! Thanks! A suggestion: I have noted that after a while, long threads become difficult to use as reference (ie, was that message 105 or 165 that had the content I am looking for?) I dont know a proven solution; some threads have a convention that the first half dozen words - which show up in the message list - indicate the subject category. Not complicated - possibilities would be Index Update - week x Sector Analysis Sector News General (e.g., Chat) Question - (Topic) ------------------ What do other contributors think? Any other 'rules' you would like to see us follow, Paul? ----------------- Also - I assume that we will continue to post specifics about stocks which have individual threads on their respective threads so that this one doesn't become overburdened. I have seen where sector threads wind up unmanageable due to duplicate posts (e.g., on both the company post and the sector post). Recommend we do not do that. -------------------------- Barrons current issue has a few paragraphs on contract mfg headlining Centennial Technologies (NYSE:CTN) and mentioning SMOD, Sandisk, SCIS and SLR. To summarize: Centennial was up 447% last year based on expected growth "to come from its recent move into contract mfg. Cent recently acquired contract mfrs in both the US and the UK and this month expects to begin ops in Thailand". Other excerpts: One analyst only, (Needham) projects 0.77 CFY end June 97. (I note that the Needham analyst is John McManus, who wrote the 12/95 detailed assessment of contract manufacturing that showed up in Westergaard).. CNT manufactures PC Cards esp PCMIA as major business; rivals are SMOD and Sandisk and several big Japanese firms. For Contract Mfg competitors are SLR and SCIS and other "Mom and Pop outfits" (DHM note - Take that, JBIL!) Move into contract mfg likely to reduce margin from 31.8% to 26-27% for six months or so. Article mentioned rumor of $300M pact with AT+T for current CNT products; not related to contract mfg as I read the article. The last para of the article raised questions about the truthfulness of the CEO wrt his education as stated in SEC filings.... Dave

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