Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (2146)	10/23/1999 8:35:00 PM
From: rich evans	Read Replies (1) of 2542

Anyone have an opinion on theBHE debacle Friday? BHE was growing at a 20+ rate and then bought AVEX. It had 10% GM. Using 10% for the old BHE business which could be 170 mill in Q4 plus 6% for avex which could be at the purchase run rate of 200-210 a quarter you would think the company could have a net of 2.9 % or so. This looks like another PLXS 98 opportunity to me when it declined a lot. Granted AVEX was not premier company and will need considerable IT expense and other cap ex but where does value overcome the high price and growth of the superior companies? Rich

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