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

To: Creditman who wrote (1725)	9/13/1998 4:22:00 PM
From: patroller	Read Replies (1) \| Respond to of 2542

Creditman you are right in terms of hadco sanm and other board makers ,makes sence that their are only so many boards to make it does'nt matter if they go to the oem or the assembler the demand remains the same,however when the oem outsources the assembly,thats a different story,exsample jabil is building plants in idaho,calif,and florida as we speak like wise are sci and slr are adding cap.my understanding is that this future cap is spoken for,further lucent and nortel plan on outsourcing assembly to the tune of over 7bil in the next 2year so says them.So the assembler(SCI SLR JBIL FLEX) are getting hit with as much biz as they can handle,all we can hope is can they handle all this growth?patroller