Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (2081)	5/14/1999 10:09:00 PM
From: patroller	of 2542

Rich jabil and flex have stated they dont intend to buy any plants,the CEO at flex said theirs all kinds of plants for sell ,the oem's are trying to get rid of their old plants and old inventory by selling a plant with 3 years of ok biz ,the problem is these plant are not state of the art plants and thats why jabil hasn't bought any and why they have the most turns in the industry.Long term higher margins and a better opportunity to land the best products ,thats why jabil has the best biz model .Iam very suspect when a ecm buys biz in this market.Fly rod are already out.patroller

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