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Technology Stocks : ACTM $100 Million Cable Modem Contract with MOT
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To: Rob Preuss who wrote (1135)12/8/1999 11:34:00 AM
From: joemjo  Read Replies (2) of 1250
 
Rob,

Tell me what you think of these numbers.

Company Mkt Cap 2000 Rev 2000 PE

SLR 27,757 15,200 53
CLS 7,667 6,250 41
SANM 6,223 2,100 39
JBL 5,873 3,600 47
SCI 5,713 8,000 26
FLEX 5,018 4,135 41
DIIG 2,546 2,000 35
PLXS 750 610 22
ACTM 490 1,000 19
BHE 410 1,800 17

Notice the clear delineation between first and
second tier firms. With DIIG actually being
the smallest tier 1 and will be disappearing
and BHE dropping the gap has grown to quit the
chasm.
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