Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Paul Senior who wrote (2411)	8/13/2000 12:02:44 AM
From: G.M. Flinn	Read Replies (1) of 2542

Paul, re: flipping. SLR is the 2nd most undervalued CEM now amongst the big boys, next to SCI. You probably made a nice move on the purchase. However, I was flipping INTO ACTM last week... buying more at $37.50 and $39.375 ... while selling one of my favorites, SCI, at $52 and $51. ACTM is trading at about 40% the forward P/E that SLR is, and considerably less than that vs. the others. It is also the farthest off its 52-week high. Good luck on SLR ... I am likely to buy some, too, if it drops anymore. Glenn

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