Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Marsha Landau who wrote (2312)	3/30/2000 10:45:00 AM
From: rich evans	Read Replies (1) of 2542

Marsha, Thanks for the report. I think SLR is the cheapest right now and estimates are low. They indicated 13 bill for 2000 without the 1 bill a quarter acquisition. This report says 30% organic growth for 2001 although I think it will be higher. Nevertheless that would indicate 17 bill for 2001 plus the 4 bill extra from the acquisitions they are about to make, makes revs for 2001 of 21 bill on the low side IMO. Net margins were 4.1% giving 860 mill profits and 614 mill shares gives about 1.40 a share versus 1.19 in this report for 2001. Based on this I think SLR is cheaper than JBL using 5.4bill in 2001 revs and a lot cheaper then FLEX using 9 bill in 2001 revs. Also SLR is the the biggest wireless ECM a hot sector. So I am continuing to buy SLR versus the others but not selling any. Hopefully these estimates prove good and the street changes its present opinions which seem to be different. Rich

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