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


To: patroller who wrote (1227)2/8/1998 7:15:00 AM
From: Creditman  Read Replies (2) | Respond to of 2542
 
The main reason ECMs are still undervalued, selling at a discount is that some fools still believe U.S. ECMs stand to be hurt by whatever the Asia thing is. The opposite is true and I hear it directly from ECM management all the time. Manufacturing costs for the volume products made in Asia have just been reduced. For the firms with operations in Asia this is great news. Example ...Hadco.