Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Jabil Circuit (JBL) -- Ignore unavailable to you. Want to Upgrade?

To: Yani Strei who wrote (3777)	5/9/1998 4:27:00 PM
From: ccryder	Respond to of 6317

Thread is the term. The electronics contract manufacturers all have specialities. What one does well might another might be poor at doing. Some populate pc boards and other make the whole printer, for example. So you cannot say one company's margins are too low compared to another company because it depends on the value added by the company. A big OEM like HP will have several ECMs working for it. SCI has a new big plant in Europe for HP products. It will be interesting regarding the JBL/HP rumor.

To: Yani Strei who wrote (3777)	5/9/1998 7:16:00 PM
From: Rosemary	Respond to of 6317

Thanks Yani, There is a thread here on SI that discusses all the electronic outsourcing companies. Just put ECM in the search and it will take you there. They are very familiar with everyone of them. I follow Flexf as with the others, but not a close as JBIL and DIIG. So I can't be of much help.