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 (2403)	8/3/2000 5:54:24 PM
From: G.M. Flinn	Read Replies (1) of 2542

Rich, nice summary of the SCI call. I found it very interesting that SCI projects the ultimate steady state margins for all CEMs approaching 4.5%. SCI sure looks undervalued compared to its peers.

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