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

To: rich evans who wrote (1442)	4/20/1998 9:52:00 PM
From: jeffbas	Respond to of 2542

Rich, if Chinese are putting pressure on the under 8 layer boards how long before they get to the rest. Unless you say never, don't you think it is appropriate for the P/E to trade at a lower level permanently?

To: rich evans who wrote (1442)	4/20/1998 9:54:00 PM
From: Joe Dancy	Respond to of 2542

Did not get the tapes yet from SLFX. From what others have summarized I don't expect it will be enjoyable to listen to, although I'm sure there are some long term positives there. Best - Joe

To: rich evans who wrote (1442)	4/22/1998 7:06:00 AM
From: Asymmetric	Read Replies (2) \| Respond to of 2542

Rich, <<Chinese are putting price pressures on the under 8 layers boards.>> Don't mean to be dense, but by the Chinese I presume you mean the Taiwanese board makers. Was wondering if you could answer the question as to exactly what it is that prevents, or would prevent, SE Asian countries from competing in higher complexity, over 8 layer printed circuit boards? Creditman, if you could, would also welcome your comments/insight as well (or anyone else's as well). Peter.