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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (7830)	1/19/2000 10:33:00 PM
From: Sam	Respond to of 9256

OT----> From time to time on this thread, I have mentioned the Electronic Contract Manufacturer companies as investments to consider. The article linked below is a nice summary of where they've been, where they're going, and the top 5 companies in the sector. Also read the post following this one, as the poster divided the article into two posts: Message 12615815 There is even some relevance to the drive sector (aside from providing an attractive long term investment alternative): we have had at different times discussions on the virtues of Seagate's vertical integration vs. the outsourcing model that QNTM has long followed. You may wish to revisit those discussions while reading the article.