Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: kolo55 who wrote (2177)	12/14/1999 1:34:00 AM
From: patroller	Read Replies (3) \| Respond to of 2542

I think will get hit also,but I'd rather have a part shortage derail me than say industry slow down or loss of a customer,asia,world wide growth slow down interest rate hike and on an on.Two things come to mind some suppliers are a week or two behind due to a earth quake or demand is better than expected for the Oem's.Of course it could be both,interestingly the electronics industry is only growing at about 14% so the overall parts should only grow at the same rate unless we have excelerated,if this is the case overall growth should exploded for the ecm's ,if it is not the shortage should take care of it self.patroller