Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: MGV who wrote (2335)	4/24/2000 11:36:00 PM
From: rich evans	Read Replies (2) of 2542

>I like FLEX and SCI best here< MGV, I assume you saw the SCI earnings release for the Q3. They upped their guidance for year 2000 to 8.4 bill and 1.34 a share plus another 11 cents cash earnings. For 2001 tthey are saying 10.5 bill organic growth and 1.70 eps plus 11 cents cash earnings. But their are lots of acquisition possibilities the next 6 months they say so revs could go up but digestion and ramping give less earnings flow through on the new deals and acquisitions. All in all they are changing from a pc assembler but still getting tainted pricewise it seems by that old model even though with the Nortel business which they will be sharing with SLR on a 50/50 basis, telecom is growing the fastest. Nortel is a 10% customer and going to 20% by end of 2001 and telecom is 26% of revs thereabouts right now. PSR has gone IMO up from historical under .5 to around .7 so SCI is gaining on its peers. Rich

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