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Non-Tech : Delphi Automotive Systems (DPH)
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To: Dan B. who wrote (136)1/22/2000 2:10:00 PM
From: Neil H  Read Replies (5) of 397
 
MSDW Profile dated 1/7/00 rated DPH a strong buy with a target price of $25. Notes Delphi trading at price/cash earnings basis of 8x vs group average of 14x.

Key points
Expects margin expansion

Much of Delphi mgmt compensation tied to Delphi performance and stock.

Lucas Varity acquisition good all around

Being double the size of nearest competitor economies of scale are possible.

GM provides good safety net and they are able now to go after new (non GM) business easier and have some good design wins.

Regards

Neil
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