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

To: Perom Uch who wrote (1078)	1/8/1998 5:49:00 AM
From: Creditman	Respond to of 2542

Isn't PLXS a TV\monitor maker ...not a contract manufacturer? Also, this is one company I believe will have to compete with the Asiana who have cheap currencies now if I understand correctly what their product line is.

To: Perom Uch who wrote (1078)	1/8/1998 11:53:00 AM
From: rich evans	Read Replies (1) \| Respond to of 2542

PLXS announces results on Jan 20 and they will have conference call to report and discuss outlook. Number not yet available. Will be available on the 16th. PLXS doesn't make TV monitors . Biggest customers are IBM 12% for tape storage, UNISYS 9% computer mainframe,GE 13% x-ray etc, WAS motorola at 10% for modems etc, but no longer, and ASCEND coming on to 10% for ATM switches.PLXS has its own thread with more info and their news releases regarding their earnings/problems. I think its a great buy and have a small position. Rich