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 (2388)	9/1/2000 11:42:51 PM
From: G.M. Flinn	Read Replies (1) of 2542

CEM valuation update as of 9/1/00 ... the following table shows closing price on 9/1/00 and the P/E ratios based on next fiscal year's earnings per research estimates on yahoo. not perfect since fiscal years do not match exactly (but close enough); this comparative has worked very well for me, and hope it has had some value for others when I have posted similar data previously. Stock price P/E of next fiscal year JBL 65 5/8 58.5x PLXS 77 5/8 55.4x SANM 115 11/16 51.2x FLEX 83 1/8 50.0x CLS 81 3/8 48.1x SLR 45 7/8 39.8x SCI 62 3/8 35.2x ACTM 55 1/2 21.8x Much of my success in the CEM sector has been based on moving to the relatively undervalued stocks. SCI and ACTM clearly are undervalued compared to their peers. Given its valuation, ACTM could be acquired for almost twice its current price and still be accretive to any acquirer.

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