Jennifer Read's Page

"This is an industry that's extremely dependent on its ability to absorb its fixed costs. EMS companies do that by continually growing their top line. We are expecting at best a flat year, and at worst a loss of 3-5%. Net of consolidation, this could be a very tough year for the EMS industry." -- Charlie Barnhart on subscriber briefing call, 11-6-08

Download this 30 minute briefing webcast to catch Charlie Barnhart's take on recent global economic trends and how they might affect the EMS industry. Charlie discusses his findings based on the latest issue of Leading Indicators' Monthly Report.

Hear Charlie discuss the following issues:

Is further EMS consolidation likely?
Are the published industry growth forecasts for electronics realistic, considering the CBA Leading Indicators data?
What are the likely trends based on quote activity coming out of specific geographies?
What is the impact of currency fluctuations on the total costs for EMS programs?
How are lead times changing?