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

To: jeffbas who wrote (1413)	4/3/1998 6:33:00 AM
From: Creditman	Read Replies (1) \| Respond to of 2542

Business in the industry is still very good; maybe not quite as "hot" as a couple of months ago but much better than a year ago. Margins are under pressure as all the new ECM conglomerates fight for market share. Also, see the prices of computers, cellphones, etc. coming down? Don't you think the marketers of those devices are putting all the pressure they can on the ECMs to participate in the markdowns? You bet they are! The good news is that the trend to outsourcing is still in place ...getting stronger in fact, so the good companies (all you mentioned but ACTM) will prosper. My choice for an undervalued play right now would probably be PGTZ.