Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Pierre who wrote (832)	10/29/1997 4:44:00 PM
From: kolo55	Read Replies (3) of 2542

Don't really know; probably not a publicly traded company. If Sanmina tries to take out a company, they'll probably go after a privately held company. They're big enough and the stock price is rich enough to take out almost anyone in the sector they want. And most of the stocks in the sector would be accretive to SANM's earnings, since SANM trades at a high PE. Depends on what their strategy is. Based on some analyst comments, it seems they'll go after an EMS company. It will be hard to find an acquisition that will have a margin close to their own margin though. Paul

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