Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kendall harmon who wrote (2141)	10/12/1999 3:05:00 PM
From: rich evans	Read Replies (1) of 2542

With smaller ECMs selling around 15 times future earnings like PLXS for example compared with 35 for the chosen ones, does anyone think as much money can be made in these cheaper stocks as with the "chosen". There is an article in electronic business about this. eb-mag.com I have bought into PLXS and BHE at 15PE as additional holdings to the chosen ones and it will be interesting to see where the greatest profits will be over the next year IMO. Rich

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