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

To: Asymmetric who wrote (839)	11/1/1997 7:47:00 PM
From: rich evans	Read Replies (1) \| Respond to of 2542

Peter, interesting articles you posted. I hope their will be demand for all these plants etc . Even the distributers are joining in. Although their is a lot of outsourcing growth projected, it does depend on the trend to outsource continuing at a high rate. I hope we are not facing oversupply/overexpansion in the industry as the margins have no room for this. Also their is the question of region overcapacity since it seems each regions economics and supply/demand may be its own mini economic unit. Thanks for the posts. Rich