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: patroller who wrote (846)	11/4/1997 12:50:00 PM
From: kolo55	Read Replies (1) \| Respond to of 2542

Great timing patroller. I've been reading an Barings analyst report that was prepared for the Neutronics IPO. So far, looks good to me. I will post some commentary on the Flextronics thread later. Seems like we're seeing some strength across ECM sector today, although spotty in places. Paul

To: patroller who wrote (846)	11/8/1997 12:27:00 AM
From: Brendan W	Read Replies (2) \| Respond to of 2542

I've been on the sidelines watching the CEMs for a while. I believe there will be a shakeout where two maybe three global players dominate the industry. I think revenues will gravitate and then snowball to those CEMs that are the low cost producers, have the worldwide presence, have the best access to capital and new semi equipment, can spend the most on IT, and so on. To this point I thought this would be Solectron and SCI Systems. Do others concur that if you had to pick two these would be the two? Is there reason to believe there are second-tier players that can challenge them? If so, who and why? (I am not interested in niche players ... I want to go for the heart of the industry.) P.S. I don't really know the industry... so please take no offense to these two names.