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

To: Larry Unger who wrote (1181)1/26/1998 11:54:00 PM
From: jeffbas  Read Replies (1) | Respond to of 2542
 
Kent (KNT) is one but I do not have a clue whether there is synergy
between the distribution and ECM sides - which is the key issue. They
have, in fact, recently had some problems with ECM operation.



To: Larry Unger who wrote (1181)1/27/1998 6:41:00 AM
From: Clouseau  Respond to of 2542
 
Reptron Electronics (REPT) is one, I believe.



To: Larry Unger who wrote (1181)1/27/1998 11:59:00 AM
From: Joe Dancy  Read Replies (1) | Respond to of 2542
 
Inacom (ICO) has gotten into contract manufacturing, in addition to distribution services if I'm not mistaken. In fact, I think an article in Forbes hightlighted this strategic move about a year ago.

Lots of analysts like ICO and it looks cheap to me at these levels, then again I'm the guy that liked SFLX at levels well above the current market price.

Best - Joe


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