Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: 18acastra who wrote (2114)	7/26/1999 11:50:00 AM
From: Robert G. Harrell	Read Replies (2) of 2542

18 and /or Patroller, As of Friday's close, JBL & SLR were both trading at a P/S = 2.08 while DIIG & FLEX are at 1.14 and 1.19 respectively (source WSRN.COM.) Is it more reasonable to expect JBL & SLR to fall back to DIIG & FLEX's level or FLEX & DIIG to approach P/S=2 ? Also, can DIIG be put in the same class with FLEX and JBL or is there some inherent weakness in it that the others don't have? As I write this, DIIG is back in the low to mid 37's which seems attractive. Thoughts? Bob

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