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


To: Asymmetric who wrote (1263)2/25/1998 8:22:00 AM
From: Creditman  Respond to of 2542
 
Peter, the BofE story was not acquisition related. I don't know the firm SANM bought and neither, so far, do my contacts. It's obvious that the trend is towards vertical integration as in PGTZ buying design businesses, DII buying Multek and now the Sanmina thing.

So who is next? Will stand alone PCB companies be snapped up by big contract manufacturers? I think so. Now if we can figure out where and when we'll get rich!