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

To: rich evans who wrote (1107)	1/12/1998 7:10:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 2542

I frankly think it is the "F" in the symbol and, more specifically, that the F means lots of Asia exposure. I doubt that it will be as simple as "Asia means they can now produce cheaper", as has been noted on this thread. I really do not know, but I believe that there will be disruptions in the ability of Asian facilities to produce according to schedule, etc. There is absolutely no way that every element of production, from the production and delivery of every item needed for the ECM plant inventory, to handling of money, to their labor force, to delivery of a finished product to the USA (for example), can avoid being disrupted. I could even see the possibility that buyers might turn to capacity elsewhere, either to avoid disruptions actually experienced or those perceived as possible. However, China (where FLEXF has operations) is not necessarily the same as Korea or Indonesia - except that Wall Street does not always note such "fine points" in times like these.