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Technology Stocks : SCI Systems Inc. (SCI)
SCI 80.41+0.8%Jan 30 3:59 PM EST
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To: Jay King who wrote (796)3/8/2000 8:26:00 AM
From: David Lawrence  Read Replies (2) of 820
 
>>There is still a large market cap imbalance between SLR vs. SCI and FLEX:

I'm going to take the liberty to expand upon your comparisons:

                FLEX     SLR     SCI
Market Cap      7.84   19.67    6.39
Revenues ($B)   3.17    8.95    7.23
Price/Sales     2.36    2.00    0.89
PE             90.70   53.80   39.20
Profit %        2.66    3.70    2.29
1yr Rev Gr %   62.40   58.68   -1.40
3yr Rev Gr %   46.74   43.88   13.87
1yr EPS Gr %  113.79   37.79   -5.55
3yr EPS Gr %     N/A   28.14   14.55

Looks good 'til you get to the bottom 4 lines. IF SCI can deliver and turn the growth numbers around, the valuation imbalance will close. Otherwise.....

Still long with a cost basis in the single digits. <g>
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