Electronic Contract Manufacture (ECM) Sector

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Strategies & Market Trends: Electronic Contract Manufacture (ECM) Sector

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SI Sentiment for SLR: Insufficient votes accumulated

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Moderated By: kolo55 -- (Not Moderated) -- Started: 1/18/1997 12:22:00 AM Revision History

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

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Reply	Message Preview	From	Recs	Date
2532	A discouraging analysis, but I agree that's just the way it is. I don'	Paul Senior	-	06/21/2002 02:32 PM
2531	Solectrons report was another pushout IMO. New business is replacement with no g	rich evans	-	06/20/2002 09:30 PM
2530	Yes, the pain , the pain of it all. Try SANM for a real hurt. And at the Bear St	rich evans	-	06/14/2002 10:16 PM
2529	Added a smidgen to my very losing position in SLR today. Still holding FLEX, JB	Paul Senior	-	06/14/2002 07:48 PM
2528	Hi Paul, the recent article about FLEX is good news for ECM but the ramp of new	rich evans	-	05/25/2002 03:40 PM
2527	The JP Morgan annual technology conference, among others with JBL, FLEX, SCI/SAN	Michael H	-	05/08/2002 02:50 PM
2526	Recent press release from Bear Stearns which you all might not have seen: "	Paul Senior	-	05/06/2002 08:03 PM
2525	Hi Sam and Paul S. and STeve: Here is my take on the industry which I posted on	rich evans	-	05/04/2002 01:13 PM
2524	Hi Rich, There has been a little conversation on the Jabil thread from a few old	Sam	-	05/03/2002 05:09 PM
2523	Today, I've started to add to my FLEX position. And (sigh) I am still hol	Paul Senior	-	05/03/2002 04:27 PM
2522	OK Rich, I'm still reading the board. Unfortunately, I have little to cont	Steven Dopp	-	05/03/2002 03:18 PM

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