Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: MGV who wrote (2148)	10/28/1999 11:14:00 AM
From: rich evans	of 2542

Interesting values in the ECM area. SLR and FLEX have finally closed their valuations to more reasonable levels. SCI rebounding on favorable CC and 20% forecast Q2 growth sequentially. PLXS gave solid report and cc and stock dropped. BHE component problems with ASICs really hurting them but not others so much who seem to have better purchasing arrangements. Boards under pressure with perceived softness at the W/S , server level by IBM,HWP,CPQ,DELL. But is it real? SCI doesn't think so it seems and with growth going to 30%(8.1) bill and 2.60 a share the market I think will probably reevaluate SCI.Have to be a beleiver in CLS now. SCI Nortel business will be way above planned levels. And now the price difference(paired trades) seem to be with JBL and ???? Rich

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