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

To: Paul Senior who wrote (1557)	5/31/1998 12:27:00 PM
From: Creditman	Read Replies (2) \| Respond to of 2542

Paul I agree with much of what you said .. especially that the trend towards outsourcing and contract manufacturing is still gaining momentum. You mentioned autos among stocks that"outrank" ECMs ...wrong! I think they sell for just about the lowest multiples around. The main problem with the ECMs right now and especially with the PCB segment is that there is some real tough price competition going on as the bigs guns fight for market share. I still like them for mid to long term investment in spite of that and in fact I just bought some JBL myself.