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 (2358)	6/21/2000 11:07:00 PM
From: MGV	of 2542

I agree SCI is worth buying here. They are down over 25% on the HP box build weakness. NT, set top box, and Dell business is strong. They should be able to offset HP weakness to make consensus earnings. The price more than discounts a bottom line miss. Going forward the reason to own SCI is the rapid growth in its telecom and infrastructure business, not the low growing PC business. People selling off SCI because of PC business are locked in a time warp. They are missing the transition at SCI. It will require many months of solid execution before SCI will garner the multiple of FLEX but it is far oversold and discounted here. This is as good a buy as VG at 9 and SLR at 28.

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