Electronic Contract Manufacture (ECM) Sector

STOCKTALK

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Strategies & Market Trends
Electronic Contract Manufacture (ECM) Sector

An SI Board Since January 1997

Posts	SubjectMarks	Bans	Symbol
2542	30	0	SLR

Emcee: kolo55	Type: Unmoderated

Introduction Market Data Compact

There are quite a few threads on SI for ECM companies; yet many of the interesting small cap companies are missing. Also I see a need to compare these companies. The ECM or EMS (Electronic Manufacturing Service) sector has been growing over 20% per year as outsourcing has taken hold. Functions are outsourced to gain economies of scale, more flexibility, and keep up with latest manufacturing technology.

Primarily Box and Board assembly: SCIS, SLR, JBIL, FLEXF, SMOD, PLXS, SANM, BHE, GRTK, IECE, ACTM, CMCI, ALRN, SFLX, DDL, ELAMF, SGMA

Board Manufacturers: HDCO, MERX, ELEX, CCIR, SIGA, CSYI

Diversified EMC companies: KNT, DIIG, CTN
Related EMS companies: PKE, SHEL, CHERA

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
2542	I'll take a stab at BHE for a few shares. I'm out of FLEX, but reconsid	Paul Senior	-	11/14/2005
2541	<b>EMS providers seek higher valuations from Wall Street</b> <i&g	Michael H	-	5/27/2005
2540	I think it is time for the EMS sector to shine again. The restructuring is over.	rich evans	-	11/23/2004
2539	Anybody here liking any of the EMS companies at current prices? I have not adde	Paul Senior	-	3/28/2004
2538	gyanuzzi: I don't have a copy of the Bear Stearns survey, and I don't k	Paul Senior	-	12/2/2002
2537	Paul, The Bear Stearns "Fifth Annual Electronics Manufacturing Outsourcing	gyanuzzi	-	12/2/2002
2536	Capacity Analysis Article ebnews.com Flextronics & Benchmark are right-siz	Craig W. Porter	-	10/31/2002
2535	Press Release For More Information, Call: GAYLA J. DELLY CHIEF FINANCIAL OFFICER	Craig W. Porter	-	10/31/2002
2534	Rich, have you given up on the ECM sector? Friday was a bad day. I am thinking	Allen Furlan	-	9/14/2002
2533	Paul, what bothers me is that last quarter they said a total of 350 mill restruc	rich evans	-	6/21/2002
2532	A discouraging analysis, but I agree that's just the way it is. I don'	Paul Senior	-	6/21/2002
2531	Solectrons report was another pushout IMO. New business is replacement with no g	rich evans	-	6/20/2002
2530	Yes, the pain , the pain of it all. Try SANM for a real hurt. And at the Bear St	rich evans	-	6/14/2002
2529	Added a smidgen to my very losing position in SLR today. Still holding FLEX, JB	Paul Senior	-	6/14/2002
2528	Hi Paul, the recent article about FLEX is good news for ECM but the ramp of new	rich evans	-	5/25/2002
2527	The JP Morgan annual technology conference, among others with JBL, FLEX, SCI/SAN	Michael H	-	5/8/2002
2526	Recent press release from Bear Stearns which you all might not have seen: "	Paul Senior	-	5/6/2002
2525	Hi Sam and Paul S. and STeve: Here is my take on the industry which I posted on	rich evans	-	5/4/2002
2524	Hi Rich, There has been a little conversation on the Jabil thread from a few old	Sam	-	5/3/2002
2523	Today, I've started to add to my FLEX position. And (sigh) I am still hol	Paul Senior	-	5/3/2002
2522	OK Rich, I'm still reading the board. Unfortunately, I have little to cont	Steven Dopp	-	5/3/2002
2521	This is my periodic keep the board alive post which does not seem to be working.	rich evans	-	5/3/2002
2520	Does anyone remember Michael Marks said on one of is last quarterly CC or mid-qu	Michael H	-	4/28/2002
2519	RESEARCH ALERT-ABN Amro cuts contract manufacturers LOS ANGELES, Feb 28 (Reuter	Sam	-	2/28/2002
2518	I'll add a little more FLEX to my small position today. (Thanks for posting	Paul Senior	-	2/25/2002

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