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

To: patroller who wrote (1230)	2/9/1998 11:07:00 AM
From: Pierre	Read Replies (1) \| Respond to of 2542

From today's Business Wire: ... While attending the NationsBanc Montgomery Securities Tech Week Conference recently, the INFRASTRUCTURE staff were able to analyze several companies and industry sectors. One interesting sector has been the Contract Manufacturing or Electronic Manufacturing Services (EMS) industry. Ron Leckie, INFRASTRUCTURE's CEO, commented, "While the total cost of goods for the electronics industry as a whole is only growing at a 9 percent level, the EMS industry is growing at an incredible 27 percent rate thanks to this increase in manufacturing out-sourcing." He added, "This is being driven by the forces of cost reduction, faster product life cycles, complexity and fast time-to-market." The companies featured include: SCI Systems, Inc. (NYSE:SCI); Solectron Corporation (NYSE:SLR); Jabil Circuit, Inc. (NASDAQ:JBIL); Flextronics International Ltd. (NASDAQ:FLEXF); SMART Modular Technologies, Inc. (NASDAQ:SMOD) and Sanmina Corporation (NASDAQ:SANM) ...