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To: Marc who wrote (186)10/13/1999 5:00:00 PM
From: tom ablett  Read Replies (1) | Respond to of 456
 
Here's an interesting article on a competitors business. I think we'll get a mention soon but not this time.
pathfinder.com
Good facts about Selectron. A lot of similarities with CLS. A great business with huge demand. electronics manufacturing services(EMS)

"The entire top tier [of
EMS companies] is faced with so much
demand that there's plenty of business to
go around," says analyst Jim Savage of
Thomas Weisel. What was a $90 billion
industry in 1998 is expected to grow to
$200 billion in 2001.