SCI Systems Inc. (SCI) Message Board

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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: David Lawrence who wrote (797)	3/8/2000 11:40:00 AM
From: G.M. Flinn	of 820

David re: SCI valuation. I have had great success in this sector the past few years looking for imbalances such as you highlighted. The numbers that have struck me as particularly significant with SCI are the revenue and price / revenue. SCI is way behind the others on this comp., very unusual to see a good company trade below 1x revenue in a strong growth sector. I believe you are right on the mark re: SCI and their performance ... if they throw up another good quarter such as their last one this gap will close quickly. Also worth noting: SCI is trading at approx. 25x 2000 earnings, while SLR, JBL, SANM, FLEX, CLS are all well north of 40x 2000 earnings. Another value gap I see. Let's hope they deliver!

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