SCI Systems Inc. (SCI) Message Board

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Technology Stocks : SCI Systems Inc. (SCI)

SCI 80.41

+0.8%

Jan 30 3:59 PM EST

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To: G.M. Flinn who wrote (809)	9/15/2000 2:09:23 PM
From: rich evans	Read Replies (1) of 820

Well, I guess the yawning period is over and it is gulp time. SCI today very weak. I put in an order as I think this stock is misunderstood. They are shifting towards Telecom especially with their last acquistion which was for only 40 mill dollars and they got I think 200 mill in revs in the base station mobile business. Their PC business does not seem a problem IMO so all we had was a holdup in the settop box due to inventory clearout and design changes. With all the smart devices coming on the market, SCI should be judged on the total electronics market, not just PCs or Settop boxes. And it should be getting a telecom multiple with their plans to drive the % of business to 40% which is happening it seems as they are going thru 30% from 25% right now. This stock could easily start getting peer jultiples and pSRs in the future once the perception changes which I think will occur in 2001. I bet they have suprises down the road in the acquistion and new customer area. (Cisco was mentioned.) And their enclosure strategy is the same as FLEX which gets rave reviews by everyone. I hope my order closes at 42 1/2. Rich

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