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


To: rich evans who wrote (2489)2/7/2001 4:13:02 PM
From: Robert G. Harrell  Read Replies (1) | Respond to of 2542
 
Rich, isn't this sell off today based on Cisco results a gross overreaction? You'd think CSCO was a 50% customer and there were no other manufacturers to take up the slack production capacity. Haven't we seen over and over again that the ECM's quickly replace a shrinking customer?
Bob