Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: MGV who wrote (2005)	4/12/1999 2:47:00 PM
From: 18acastra	of 2542

as i have heard it from several good sources primary vendors to lucent will be JBL, FLEX and CLS. apparently SLR does not have a good relationship with LU, and LU does not need 4 primary vendors. SANM also in the picture, but remember, they are backplane guys, so they don't come to the party relative to core outsourcing. sanm should be a reasonable player in the backplane oriented stuff lu outsources, but a large majority of the lu outsourcing is bread and butter contract mfg. which should go to jbl, flex, and slr.

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