In this group are companies like Jabil Circuit, Flextronics International, Celestica, Sanmina-SCI and other specialized players.

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Daryanani also trimmed his target prices for Amphenol, Celestica, Flextronics, Jabil Circuit, Molex and Plexus.

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For those unfamiliar with the EMS space players include Flextronics (FLEX), Celestica (CLS), Jabil (JBL), Benchmark Electronics (BHE) and Sanmina (SANM) among others.

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Shares of the contract manufacturers Flextronics (FLEX) and Celestica (CLS) are both gaining ground this morning following bullish comments by Collins Stewart analyst Louis Miscioscia.

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He notes that RIMM is a material customer for Celestica, at about 21% of sales, while the company accounts for 15% of sales at Jabil and more than 10% for Flex.

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"It's a case of the vertical business model's dying and another one's beginning, " says Eugene Polistuk, the CEO of Celestica, in Toronto, Canada, one of the new breed of contract manufacturers that dominates electronics products.

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Jason Matlof, a partner at venture capital firm Battery Ventures who invests in clean tech companies, says that clean tech manufacturing holds great growth potential for manufacturers like Jabil Circuit, Celestica and Flextronics.

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