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Hear the manufacturing and supply chain experts discuss who will inherit most of future manufacturing, and share their insights about EMS trends. When the EMS segment starts expanding, it will mark the beginning of the upturn.
The EMS companies best positioned to navigate the transition should be those that have demonstrated superior asset management. The companies that can best execute the basic EMS model (those that can efficiently manage the scale and asset velocity required for good returns) should be the best performers over time.
Michael Morris is a director who has been with Smith Barney since 1998 covering the electronics manufacturing services and products industries. Prior to that time, he was a private attorney specializing in corporate litigation. Mr. Morris had many high-tech, manufacturing and telecommunications-related clients, including one of the largest private EMS companies. He was elected to the board of editors of California Law Review and was a Fulbright Scholar to Belgium and Luxembourg in 1994-95, studying the laws and systems of the European Union. He has a J.D. degree from the University of California at Berkeley. He was voted a Runner-Up in electronics manufacturing services in the 2002 Institutional Investor Survey.
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