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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: G.M. Flinn who wrote (2318)4/10/2000 11:52:00 PM
From: MGV  Read Replies (2) of 2542
 
GM -

Banc America reiterated $80 target today. Analyst - who is the top ranked ECM analyst - suggests that they will push margins to 4% and grow at 30%. Most analysts continue to target 20-25 for SCI. In my view, 20-25% is too low in light of the Nortel business, th eturnaround at HP, the Dell business, and managements' new found aggressiveness.

Best regards,

Mark
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