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

To: 18acastra who wrote (1674)	8/14/1998 2:51:00 PM
From: John Morelli	Respond to of 2542

What do you mean "...pretty much done."?

To: 18acastra who wrote (1674)	8/14/1998 3:08:00 PM
From: 18acastra	Read Replies (2) \| Respond to of 2542

Excerpt from Goldman Sachs Technology Overview report dated June 1998 "Contract mfg. and outsourcing should generate significant M&A activity going forward. Contract mfg. should expand rapidly as many high-tech companies focus on more differentiable activities such as product design, distribution, and marketing. Sectors such as telecom equipment, data networking and enterprise hardware already using contract mfg. heavily. This trend should accelerate as product cycles shorten and as the lower risks and costs of outsourcing mfg. become more apparent. This trend is already starting to impact sectors such as semiconductors. As contract mfg. expands, we are likely to see an increase in asset transactions." This exerpt is from a 70 page report and was important enough to make it onto page 1 of the report in the executive summary. It is also interesting to note, that as far as I know, Goldman Sachs does not cover the contract mfgs., so this commentary can be seen as fairly objective. Unfortunately for those of us long these stocks right now, it seems the stock market does not agree with Goldman Sachs about the COntract Manaufacturers. My opinion.