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

To: Creditman who wrote (1037)	12/27/1997 10:48:00 PM
From: rich evans	Respond to of 2542

One thing which may favor the assemblers PE and growth is that I read somewhere that only 10% of the boards are made inhouse anymore while assembly outsourcing has much more room to grow in that regard. Is this correct? Rich

To: Creditman who wrote (1037)	12/28/1997 12:01:00 AM
From: patroller	Read Replies (1) \| Respond to of 2542

Creditman sorry about that(drift)what I was trying to say is that,the board's would grow equal to over all demand,whereas the assembler's would like wise plus added outsourceing exceeding the electronic's industry over all growth.I'am sure that hdco profit picture is intact they are a first class company.Let's put it this way if they (jbil,hdco)both had the same customer's they have now and their customer's grew they would would likewise right.But if jabil's customer's outsource more of their manufactoring they would grow more than the board maker unless the oem's were making their own board's and elected to do the same.Let me know if I'AM wrong please,because this is my understanding. Patroller