Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: kolo55 who started this subject	1/13/2001 10:13:48 PM
From: Jack Hartmann	of 2542

Contract Manufacturers by the numbers Jabil (JBL), Solectron (SLR), Flextronics (FLEX), Celestica (CLS), Samina (SAMN), SCI Systems (SCI). Jabil Revs 689.8M to 837.6M to 965.8 to 1065.1 to 1129.0M Nov00 per dailystocks.net EPS 0.15 to 0.19 to 0.21 to 0.24 to 0.24 per daily stocks Net income 26.5M to 33.9 to 38.2M to 47.1M to 47.7M Nov00 52-Week Low on 20-Dec-2000 $18.625 Recent Price $30.375 52-Week High on 12-Sep-2000 $68.00 Market Capitalization $5.79B Shares Outstanding 190.5M Float 112.4M Price/Book (mrq) 4.38 Price/Earnings (ttm) 34.99 Price/Sales (ttm) 1.46 EBITDA (ttm) $241.6M Debt/Equity (mrq) 0.03 Total Cash (mrq) $131.1M Customers CSCO 20% Marconi (MONI) 15% after new contract added DELL 16% HWP 14% LU 10% GTW 2-5% Johnson Controls NOK SCMR RBAK COMS Cellnet, Whirlpool, CSCO, Visteon MOT Sanmina Revs 348.5M to 459.7 to 555.3 to 1000.6 to 1272.0 Sep00 EPS 0.14 to 0.15 to 0.17 to 0.01 to 0.29 Net income 34.1M to 36.2 to 43.9 to 1.8 to 97.1M 52-Week Low on 18-Apr-2000 $21.063 Recent Price $41.875 52-Week High on 24-Oct-2000 $60.50 Market Capitalization $12.8B Shares Outstanding 304.5M Float 240.6M Price/Book (mrq) 7.49 Price/Earnings (ttm) 66.47 Price/Sales (ttm) 3.32 EBITDA (ttm) $352.9M Debt/Equity (mrq) 0.68 Total Cash (mrq) $1.26B Customers NT 10+% CSCO 7-9% NOK MOT LU ALA TLAB Siemens Merix (MERX) SUNW EMC CIEN Solectron Revs 2501.8M to 2859.7 to 3592.3 to 4909.9 to 5695.5 Nov00 EPS 0.18 to 0.16 to 0.20 to 0.25 to 0.29 Net income 101.5M to 99.9 to 122.9 to 164.4 to 190.6 52-Week Low on 15-Dec-2000 $26.06 Recent Price $38.62 52-Week High on 24-Oct-2000 $52.625 Market Capitalization $24.8B Shares Outstanding 642.2M Float 385.3M Price/Book (mrq) 4.58 Price/Earnings (ttm) 42.30 Price/Sales (ttm) 1.48 EBITDA (ttm) $866.2M Debt/Equity (mrq) 0.97 Total Cash (mrq) $4.52B Customers ERICY 13% CSCO 12% NT 8-9% HWP 8-9% IBM Dell CPQ MOT Ayosera, Mitsubushi AAPL Flextronics Revs 870.8M to 1179.5 to 1896.7 to 2285.7 to 2947.0 Sep00 EPS 0.09 to 0.15 to 0.06 to (0.96) to 0.11 Net income 19.8M to 34.3 to 57.4 to -369.1 to 51.0 52-Week Low on 30-Nov-2000 $21.375 Recent Price $32.188 52-Week High on 6-Sep-2000 $44.907 Market Capitalization $13.5B Shares Outstanding 420.9M Float 277.8M Price/Book (mrq) 4.93 Price/Earnings N/A Price/Sales (ttm) 1.36 EBITDA (ttm) -$187.1M Debt/Equity (mrq) 0.51 Total Cash (mrq) $540.8M Customers MOT 15% after new contract ERICY 10% Phillips 7-9% CSCO 7-9% Siemens MSFT CMTN HWP LU NOK PALM SCI Systems Revs 1664.0M to 2155.4 to 2216.7 to 2306.5 to 2028.0M Sep00 EPS 0.28 to 0.34 to 0.34 to 0.39 to 0.34 Net income 40.7M to 49.3 to 49.7 to 57.0 to 50.5M 52-Week Low on 20-Dec-2000 $22.563 Recent Price $27.938 52-Week High on 1-Sep-2000 $65.125 Market Capitalization $4.08B Shares Outstanding 145.9M Float 80.3M Price/Book (mrq) 2.86 Price/Earnings (ttm) 20.07 Price/Sales (ttm) 0.49 EBITDA (ttm) $374.9M Debt/Equity (mrq) 0.62 Total Cash (mrq) $89.7M Customers HWP 20% NT – 10% ERICY 10% after deal CPW 5% DELL 5% Hughes, DISH Philips Celestica Revs 1356.9M to 1608.7 to 1612.3 to 2091.9 to 2600.1M Sep00 EPS 0.11to 0.15 to 0.14 to 0.20 to 0.26 Net income 19.5M to 26.2 to 26.1 to 41.4 to 55.7M 52-Week Low on 27-Jan-2000 $35.50 Recent Price $61.063 52-Week High on 8-Sep-2000 $87.875 Market Capitalization $12.4B Shares Outstanding 203.2M Float 88.6M Price/Book (mrq) 4.92 Price/Earnings (ttm) 82.74 Price/Sales (ttm) 1.58 EBITDA (ttm) $267.6M Debt/Equity (mrq) 0.39 Total Cash (mrq) $942.5M Customers HWP 16% SUNW 14% CSCO 10% IBM 6-8% DELL 6-8% MOT JDSU SNE NOK LU NT Iron Bridge NEC Fujitsu JNPR SCMR EMC The percentages are approximately from the 10Qs or analysts notes. Any revisions would be appreciated. Jack

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