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Technology Stocks : ACTM $100 Million Cable Modem Contract with MOT
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To: joemjo who wrote (1017)5/21/1999 10:51:00 AM
From: rich evans   of 1250
 
BHE and PLXS have much higher margins, ROE,ROIC,ROA and higher more normal PSRs as well as growth. But they are both non=global second tier ECMs but have been able to execute their higher mix, low volume, engineered strategy in their niches and although they don't get the PEs of the big boys are still nice companies and worth holdng in my opinion as part of a ECM diversificaton.They also have much better better balance sheets.plants and design and engineering tech centers.

Rich
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