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

To: kolo55 who wrote (1278)	3/4/1998 8:56:00 PM
From: Creditman	Read Replies (2) \| Respond to of 2542

Paul... Look in any newspaper and you'll see PCs advertised; 233MhZ, big HDs, fast modems, etc. without Intel Inside! AMD, Cyrix, etc. Don't you think just competition and the end of INTC's virtual monopoly is a lot of the problem? Also, the trend towards JIT box building started by the mail order PC makers and now utilized by the super stores has had to had a negative affect on chip sales ... no? Intel has problems but the industry is still strong. Now the portable phone market ... that is more of a problem for board makers, especially in Europe. I don't worry about Intel,

To: kolo55 who wrote (1278)	3/4/1998 11:27:00 PM
From: jeffbas	Read Replies (3) \| Respond to of 2542

Paul, they usually throw out the baby with the bath water. Therefore, I would appreciate it if you would stick a brief qualitative comment on the 4 leaders as to their exposure to this issue - like "substantial" or "minor". How would you view this as impacting demand for domestic capacity in ECM industry? In particular, I have in mind the so-called private market value of a "dog" we both know. Also, could there be second order effects that say Flex might not like if SCI were to become a tougher competitor for non-PC business, because it had less used PC capacity than previously planned for?