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

To: rich evans who wrote (1200)	1/31/1998 2:47:00 PM
From: patroller	Respond to of 2542

Rich and all their is a lot of talk about price concern's from board maker's to assembler's and how does this effect our stock's profit? Here's the way I see it as long as the cost of material's labor ect.are falling our company's won't pass on the saving right away they'll put some of it in their pocket so in the near term they will make more profit,however when the worm turn's and price's go up margin's short term will go down.Anyway we need to keep this in mind.jmho Patroller