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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: jim heger who wrote (2174)12/13/1999 8:18:00 PM
From: rich evans  Read Replies (2) of 2542
 
I think SLR results are worth talking about. SLR the leader reported in general numbers 30% year to year top line growth for the Quarter and about 50% bottom line growth. And in after hour trading the stock was supposed to have taken a 10% hit. SLR was selling at a PE close to 50. The results do not include SMOD I believe which was completed on 12/1. As these ECMs grow it would seem harder to maintain the old 50% rate of growth and this could hurt stock prices. I guess I have harped on this before. I think the following quote from another thread applies to me:

>>Let's face it, people are buying growth. My father owns Ford and GM. I've asked him why for 2 years. In the end, it's all he understands. So, I'm cool and with it because I own tech stocks, but why have I missed these blazing stocks??? It's because it takes so long to change what you know. So, I have to change what I know.<<

Maybe I am the old fogie too and need to change but is this immediate reaction to SLR albeit maybe only temporary a clue
of what happens if the top line growth slows. Internet stocks are another example (these blazing stocks). Maybe I belong on the Value Thread with Paul Senior. Anyone have any thoughts?

Rich
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