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 (40)	12/7/1999 3:57:00 PM
From: rich evans	Read Replies (1) of 75

BHE moving up nicely today. On a percentage basis this stock has performed better then the big 5 since its hit down to 15. Should continue IMO . The revaluation of SCI to approach closer PE to its peers and the price paid for DIIG I think are both pushing BHE to a more reasonable valuation. Also the AVEX component supply problems I bet are ameliorating. The next report in Jan and the CC should be interesting. With a forward PE about 13 compared to the 50 PEs of flex and slr and 40 Pes of Jabil and 30 for SCI, BHE may have more immediate upside but I agree with you that I would want the others for the core holding. Rich

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