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

To: kolo55 who wrote (833)	10/31/1997 12:40:00 AM
From: Larry Unger	Read Replies (1) \| Respond to of 2542

Link to story re: SE Asia w/ comment from UBS Securities on PCB mfgs: techstocks.com

To: kolo55 who wrote (833)	10/31/1997 1:05:00 PM
From: patroller	Respond to of 2542

Paul and to all just thinking out loud,but this industry should keep its growth inspite of a minor slowing with oem's why? well if you manage a company that made and sold a product an you determend that you made little or no money building your product would you do it for the heck of it. I sure whould not,why go to all the trouble for what? the oem's are getting everything from the ecm's and more,that they provide for them self.When the market settles down this industry will still have the good growth we've already seen. jmho,patroller