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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: Steven Dopp who wrote (2359)6/22/2000 12:30:00 PM
From: rich evans  Read Replies (1) of 2542
 
This is the turnaround year IMO for BHE. I have no new info except what they said at last CC and which I posted. The stock has retraced some. They must still get the AVEX plants running at higher loads and higher margins which they were doing by switching programs i.e.I also think they are having component shortage problems greater then the other top tier companies which could increase costs and delay revs but this is my guess. Finally the customers have put many of their products in a hub type inventory management system which delays revs recogniton and increases costs and lowers Inventory turns. But eventually this should all sort out IMO and I would expect them to do at least the 2.2 to 2.3 bill in 2001 and they could do the 2.5 bill which they talked about which is 50% rev growth. So I still have my position and expect some puts I sold to expire worthless.

Rich
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