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

To: patroller who wrote (1040)	12/28/1997 6:26:00 AM
From: Creditman	Read Replies (2) \| Respond to of 2542

Patroller and Rich, It is true that mostly PCBs are already being outsourced and assembly is still moving that way. The PCBs are adding assembly ...stuffing boards or doing turnkey which means making the entire whatever for the OEM. The assemblers are adding PCBs. To tell the truth, it is harder to separate them one from the other anymore as virtually all of them do elements of the other. The key thing is that the industry is growing for everyone. How many people do you know who just got cellphones or fancy new pagers? Computers? Upgraded their computer? More and more electronic stuff is being built and the Hadcos, Sanminas, Jabils, etc of the world are building it.