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No. of Recommendations: 2
I like the idea of owning several OEM, CMS companies and I have a significant part of my portfolio in SANM and JBL.. I think that the future is bright for this segment obviously.. and I think some companies will do better than others.. but I don't think that any one CMS company could ever develop into a Gorilla in this segment.. They are too reliant on other companies technologies by nature of what they are setting out to do.. I think what seperates one CMS company from another is management and effeciencies of scale more than technology, patents, R&D and the like which usually defines the Gorilla companies dominance..Just my opinion..
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