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

To: kolo55 who wrote (975)12/16/1997 12:07:00 PM
From: patroller  Read Replies (1) | Respond to of 2542
 
Paul your the greatest, I don't know how you can be so good,you pick the date when thing's turned ,way to go Paul and thank you so much.Patroller



To: kolo55 who wrote (975)12/16/1997 2:16:00 PM
From: Creditman  Respond to of 2542
 
Paul, So far the information I've been given ... "biz is good but maybe margins down a bit" .. is holding up per the SLR report nd other similar



To: kolo55 who wrote (975)12/17/1997 9:47:00 AM
From: 18acastra  Respond to of 2542
 
Jabil mentioned set top boxes in their conference call yesterday.

Sansone was surprised about how strong and fast growing that product line is. Do you know who they are making set-top boxes for?

Apparently, Flextronics won the set-top box for Web TV, which is just starting to ramp. It should be a big product for them as well (I saw in news yesterday that TCI is in talks with Microsoft/Web TV to spend $10bb on set-top boxes).

My opinion.


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