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


To: paul kneitz who wrote (1787)9/26/1998 10:13:00 AM
From: Creditman  Respond to of 2542
 
Right on Paul! I was also thinking how much this reminded me of the Sigma situation also except that a few months ago when Sigma's deal went down there was an industry slowdown. Business has accelerated again ... for certain ... and capacity would go for more of a premium now. Lots of PCB companies are capacity constrained. I think there is at least a 50% chance that MERX will be snapped up by somebody before the end of this year.