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 (2354)	6/21/2000 4:42:00 PM
From: rich evans	Read Replies (2) of 2542

Flex is going to town but SCI looks like a blue light special to me. I don't see anything that is making their stock tank so low and looks like the value play in the top tier group especially with all their Nortel business, IBM and good old HWP. They are half the price of FLEX but could have similar revs and margins according to last CC but FLEXs revs must be expanding fast based on the MOT deal . Rich

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