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

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To: rich evans who wrote (2002)4/9/1999 3:58:00 AM
From: Trader Ric  Read Replies (1) of 2542
 
Vitesse Semi thread discusses Lucent outsourcing from todays CC. Comments were by VTSS CEO

Message 8796794

I've been hearing about Lucent outsourcing for about a year now, usually regarding Jabil. This would offer some confirmation that its imminent if Vitesse is concerned about its relationship with Lucent over this. Could this be the Christmas suprise referred to in the last Jabil conference call. Who else might be getting a piece of this plum?
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