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WEX Inc. Message Board

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  • bottomsupinvestor bottomsupinvestor Aug 27, 2008 8:55 AM Flag

    Winland Electronics, Inc. Hires Investor Relations Firm

    You sound knowledgeable in this area. Who do you like in this space? Of course, everyone must do their own DD.

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    • At this time, this industry is under duress. There are several tiers in the space. Large Multi-nationals; Foxconn(Hon Hai), Flex, Sanmina, Celestica. All Multi Billion $ players with global footprints.
      Then there are Middle-Tier guys, Jabil, Plexus, Benchmark who are low Billion $ guys with Global Footprint as well.
      then there is the lower tier. The lower tier guys may or may not be Global, but, have a High Mix-Low Volume strategy vs. the High Volume Low Mix, consumer oriented big guys.
      Margins are razor thin, thus Op. Excellence is a MUST to win.
      Today there is still an over abundance of Mfg. capacity that will continue to stress pricing and margins.
      Even the the large guys are trying to move downward into the HMLV space for better Capital Utilization and stronger margins.

      I would stay clear for now until the next wave of tech drivers emerges...

 
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