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

To: kolo55 who wrote (1277)	3/5/1998 10:39:00 AM
From: 18acastra	Respond to of 2542

Interesting what SCI said about Europe-especially for Flextronics. Sounds like SCI (like myself) views Europe as the next huge growth engine. Of all the contract manufacturers, Flextronics seems to have the best strategic position both with European customers and European assets. This is one thing I think people often miss out on when thinking about the Flextronics story, and is one of the reasons I like it so much. I think Flextronics now has more European revenue than any other CEM, and it all comes from the big boys that are the key strategic customers like Ericcson, Phillips and Nokia. Because of Flextronics position with these customers, it makes me incredibly comfortable that Flextronics can sustain a 30% growth rate for many years to come. My opinion.