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

To: Creditman who wrote (1585)6/5/1998 1:23:00 PM
From: paul kneitz  Read Replies (1) | Respond to of 2542
 
For DIIG, Dovatron (not Multek) appears to be the culprit.

If you read the DIIG announcement again, i think it says that customers pushing out Dovatron's orders caused Multek to suddenly go underutilized. This makes sense because Multek is supplying PCB's to Dovatron internally. At the same time, there is also a PCB slowdown apparently.

It suggests that assemblers and PCB manufacturers alike are going to have a tough summer. This is a good time to be in cash.



To: Creditman who wrote (1585)6/5/1998 2:17:00 PM
From: Asymmetric  Read Replies (2) | Respond to of 2542
 
CREDITMAN, THERE IS NO NEED TO USE ALL CAPS TO SHOUT
AT ME. NOBODY SAID IT WAS THEIR FAULT, AT LEAST NOT
ME. ALSO THE POST FROM BRIEIFING.COM ON THE DIIG THREAD
IS TOTALLY FROM THEM. I DID NOT ADD ANYTHING. GOOD DAY,
SIR!


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