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

To: solderman.com who wrote (1310)	3/13/1998 12:10:00 PM
From: LGM	Read Replies (1) \| Respond to of 2542

(PLXS)This is a great ECM, here is an excerpt from the thread: ....But they (PLXS) still have Motorola business,particularly with the Cellular Infrastructure Group within Motorola, and are currently quoting new business with the Cellular Systems Group and the Radio Labs group at Motorola. The work they have with Motorola's CIG seems like good business. The impact of the strong USD was felt because they have two Japanese customers and one German customer who were affected by the dollar exchange rate. One Japanesecustomer put their medical equipment business orders on hold, and the German customer took their business back inhouse (presumably in Germany). Ascend's new ATM switch is ramping slower than expected. Ascend pushed this product out 1 to 1.5 quarters. This product could have contributed $3-5M per Q, and is expected to eventually ramp to more than this. Unisys has one of their high end servers in the prototype stage, and next will go to production. One of the analysts seemed very bullish on the outlook for these servers. (These were the most concrete evidence discussed that there will be revenue growth going forward.) GE Medical redesigned some of their equipment (ultrasound??), and the price dropped from $110k per unit to about $70k, the assembly costs (revenues to Plexus) went down,and this offset increased volumes. Together with business from GE Medical and Transportation, GE business will stay about 12% of revenues. IBM will conitnue to decline as a percent of revenues. _____________________ seems to buck the trend...the stock will do extremely well if only it could reach some higher trading volumes...