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

To: 18acastra who wrote (1065)1/4/1998 11:28:00 AM
From: Creditman  Respond to of 2542
 
There is a new and rising ECM power out there. Bain Capital has quietly purchased several of the larger, regional PCBs and specialty board makers. They acquired Details in SoCal, Cuplex in Dallas, Dynamic Circuits in San Jose and just recently they bought NTI in Colorado. These are all very good companies and together all these components may rival a Hadco or Sanmina. I wonder if they plan to rename all these companies and then market their services with a unified sales force prepratory to spinning them off to the public?

Anyone have info or know anything about Bain?



To: 18acastra who wrote (1065)1/5/1998 12:40:00 PM
From: patroller  Read Replies (1) | Respond to of 2542
 
18acactra if flex is about to grow to about jabil's size(rev's and earning)and you use marketcap to value each company flex could be a double very soon,I would think all of us should take a hard look at flex and add to our position,flex could be the biggest mover in 98.jmho Patroller Ps i'am right in assumeing that flex will reach that level ?


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