Benchmark Electronics (BHE) Message Board

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Technology Stocks : Benchmark Electronics (BHE)

BHE 43.94

+2.7%

3:59 PM EST

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To: solderman.com who wrote (38)	10/30/1999 1:15:00 PM
From: rich evans	Read Replies (1) of 75

I think you are right. Depends on how fast that they get AVEX going. Gross margins there appear to be only about 2-2.5% and running at 50% cap util. and with component shortage(ASIC), they are saying AVEX revs 30 to 50 mill below forecast. This is costly when only running at 50% to begin with. BHE side seems back on track. It was costly as company lost 4 mill in net profits from pushouts in Q3 on BHE but they say OK now. This component thing not affecting others like SCI to same extent. Shows difference in material management ability. Rich (practicing my markups)

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