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


To: Creditman who wrote (1755)9/18/1998 2:26:00 PM
From: kolo55  Read Replies (1) | Respond to of 2542
 
Haven't heard anything on PGTZ.

But you know more about the company than me. However, I am hearing some rumors that
some board making capacity is being 'retired', particularly in Asia.
The companies there can't afford the capital investments to keep up.
We may be seeing the early signs of a turn in the board business.

In fact, there was a recent analyst report on Hadco that says their
board biz is turning the corner.
messages.yahoo.com@m2.yahoo.com

Paul