Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Robert G. Harrell who wrote (2490)	2/8/2001 11:37:38 AM
From: rich evans	Read Replies (2) of 2542

Bob. I would agree with you re the latest downdraft in the ECMs . Marks comments that business was "crummy" didn't help but he went on to say that they are seeing a pick up again which I think is a good indicator for the industry and economy. BHE i.e. is saying it will do 2 bill easily this year and with 20 mill shares out , their PSR is only about .3. This is even below SCIs .5 and their PE is way down also in the value stock range. Maybe its because one of their 10% customers is LU who is saying it will consolidate their outsourcing companies but I thnk BHE will keep LU. Their margins are about the same as FLEX now. Oh well I continue to hold them all but I don't understand the valuation differences nor as you say the streets strong reaction to a CSCO outlook applying to these stocks. Marks and Susan's comments for SLR both indicated that growth was continuing and the next 3-5 years would be very favorable.So I am hanging in there and not worrying about the day to day.Although I try to take advantage of the overreations by selling puts and calls. Rich

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