Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: G.M. Flinn who wrote (2425)	9/2/2000 8:32:42 PM
From: rich evans	Read Replies (1) of 2542

What about us BHE investors? You forgot it. I think with all that is going on in this sector with acquisitions, shelf offerings, new customers, mergers (Flex again yesterday), it is very hard to make comparisons on a strict next year PE basis. These estimates are not reliable IMO. And traditionally these companies values were not comparable based on growth, acquisitions, class of management and manufacturing facilities and mix of business and customers. But I do think SLR is undervalued as you showed but ACTM is not one of my favorites based on the criteria above. Of course I exited it in the 30s and our class action lawsuit was dismissed so am I biased? Rich

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