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

To: patroller who wrote (1832)	10/12/1998 6:04:00 PM
From: jim heger	Read Replies (1) \| Respond to of 2542

Patroller, yes I generally agree that the risks you mention afflict the smaller ECMs. I still like Plexus, though. When questioned exactly on this point-the loss of a major customer to a much larger competitor- CEO Strandwitz said won't happen because they penetrate the customer too deeply, providing such complete service from design on thru -"product realization"- that the customer's locked in. Still, that's the exception and your cautions are I think good to note. Today was sure a nice day to be an ECMer. jh