Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who wrote (2392)	7/26/2000 12:02:29 PM
From: G.M. Flinn	Read Replies (1) of 2542

Paul, re: valuations, etc. I follow all of the same companies as you in my own spreadsheet/model, including forward looking p/e's. I, too, have been fortunate in moving money around in this sector based on relative valuations (both trailing and forward looking). Questions for you: I get the impression SCI has made a concerted effort to diversify away from PCs and into higher end telecom contracts. Eventually this should help growth rates. If you buy into this, they are seriously undervalued now vs. their peers. Also, re: ACTM. I have only followed ACTM for the past couple of years and have had a lot of success. I guess I have not experienced the issues you had w/ the co. farther back, but it appears to me that with their latest two acquisitions the co. will be at a $1.2B revenue base, with increasing focus on high end, higher margin contracts. Might it be worth a revisit? Has management made any changes for the better over the years? GLenn

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