Benchmark Electronics (BHE) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Benchmark Electronics (BHE)

BHE 42.78

-2.0%

Dec 31 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: solderman.com who wrote (63)	2/10/2000 6:36:00 PM
From: rich evans	of 75

Yes, theOrbit deal was bad for DIIG but it was a lot different then AVEX purchase by BHE in size and type. At 1.20 for calander 2000 year earnings BHE is priced about right I would say. I do think the year 2001 will be big for them based on ramp ups they were talking about and by then hopefully they will have loaded up AVEX plants which are only at 55% of capacity and will have increased margins from not having to absorb all the factory overhead. Old BHE is running closer to 80% . Forward PSR based on 1.7 bill sales and 17 mill shares is only about .34 which seems low. I sold my $15 calls but am keeping the stock as its upside I think should match the top tier ones percentage wise. I like SLR at these prices also and will be exercising some $70 calls I have. And had a buy order in today . Rich

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next