Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: rich evans who wrote (2244)	3/1/2000 6:36:00 PM
From: kolo55	Read Replies (5) of 2542

I flipped SLR for JBL today. I had picked up a lot of SLR, especially in the low 60s. Today I flipped most of it for JBL at even pricing. SLR has said they will hit $20B in revenues next year, so in about a year they will doing $5B a quarter. Based on 1.8 times run rate revenues at that time, the stock will have a market cap of $37B, about twice the current market cap. This is why I bought SLR, but I flipped to JBL because the March earnings report is going to look much better than SLR. They will earn more per share, and forecast higher EPS growth going forward I believe. If things work out, JBL will jump to a 10-15% premium over SLR, and I will flip back. Either way I am on a great horse longer term. I have been playing this game over the last year, and if I have time, I will update some forecasts from a year ago. Paul

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