Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (2131)	9/28/1999 2:38:00 PM
From: rich evans	Read Replies (1) of 2542

At current prices and using FY 2000 estimates, you can buy SLR by buying SMOD and get about the same PE and valuation that FLEX has right now. What do you think? SLR has always sold at a signifcant premium in the past has it not? What do you and Paul think? Rich

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