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


To: kolo55 who wrote (1687)8/25/1998 12:35:00 PM
From: Creditman  Read Replies (1) | Respond to of 2542
 
There is tremendous pricing pressure on board makers. Maybe it stems from the percipitous drop in the consumer prices of computers, cell phones and such. There is oversupply too. Whenever a board maker gets up the nerve to ask an OEM for a price increase he typically sees the OEM shop around and then ask for a get a decrease instead. There are lots of people with idle equipment ready to work for zilch!



To: kolo55 who wrote (1687)9/1/1998 12:32:00 AM
From: solderman.com  Read Replies (2) | Respond to of 2542
 
Paul,

Are you still alive? Where is everyone? JBL, FLEXF and SCI are trading at bargain levels at this point. How much worse can it get?