Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: rich evans who wrote (2332)	4/22/2000 1:27:00 PM
From: MGV	Read Replies (1) of 2542

Thanks for the article Solderman. FLEX just reported pro forma sequential revenue growth of about 16.5% (in the previous Q sequential growth was about 23% and one could argue FLEX's FYQ4 shows some seasonality). A quick back of the envelope calculation shows $11.3B in FY2001 revs with similar sequential growth for the next 4 quarters. Given that FLEX likely will obtain some large OEM deals over the next 4 Q, I'd say its a good bet that FY2001 rev. will exceed $10B, if not via organic growth, certainly with acquisitions. There are no gurus here Rich - only legends in their own minds. ; )

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