NEW YORK -- Contract electronics assemblers are beginning to see demand stabilize but the end-markets could still see disruption, an industry analyst said last night.

While OEM demand stabilized in the December quarter, macro uncertainty and demand volatility remain the story, Deutsche Bank analyst Sherri Scribner said.

DB says Flextronics, Plexus and Fabrinet are positioned for revenue and earnings growth on changes in product mix (Flextronics), acquisitions and recovery in telecom and networking end-markets.

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