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


To: Jimbo Cobb who wrote (970)12/15/1997 4:39:00 PM
From: Creditman  Respond to of 2542
 
I'm still hanging in and even buying more TSEMF ...yes. BTW I just talke to some top execs re biz conditions in the industry (that is what I do for a living) and was told again that biz (revenue) is good at ECMs but margins are down and technology changes require more capital investments than usual thereby impacting cashflow at some of them.

Regards