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 (2383)	7/23/2000 12:46:22 PM
From: G.M. Flinn	Read Replies (1) of 2542

Mark, I also like SCI a lot here. The disparity in valuation between it and the other major CEMs is too great ... either the others pull back or SCI moves up (or a little of both). SCI has made some nice strides in diversifying away from PC into telecom. I expect a nice qtr. with a positive forward view. Recent analysts have targets of around $80 on SCI. I expect a large 2-day run up a la CLS if SCI's quarter and outlook is perceived favorably. I will have to check VG, do not follow. ACTM is puzzling. It would appear nothing but positive events are being announced by the company (2 acquisitions, a doubling of its senior credit facility with Chase, a placement of sub notes) yet major selloff Friday. My guess is concerns over component availability again. If ACTM just has a decent quarter, it is probably 30-40 points undervalued compared to the LOW end of its peers. Study up on this one, though it might be worth waiting until its quarterly earnings are released. Glenn

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