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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: MGV who wrote (2285)3/12/2000 12:42:00 AM
From: Marc  Read Replies (2) of 2542
 
I still think that CLS is the most undervalued in the
sector:

TTM price TTM over TTM
to sales per sales change
share ratio %

CLS 1.74 63 %
DIIG 2.93 27 %
FLEX 2.52 78 %
JBL 3.39 54 %
SANM 5.65 34 %
SCI 0.93 10 %
SLR 2.23 47 %

Also, CLS is the only one who has beaten the street
estimate by more than 8% in the last 4 quarters.

Best regards,

Marc
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