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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: 18acastra who wrote (854)11/10/1997 10:48:00 AM
From: Brendan W  Read Replies (1) of 2542
 
Can anyone distinguish the four according to capability (ignoring the easily identified characteristics like % of revenues earned outside the US, financial strength, current portfolio of customers)? For example, do they vary according to: what services they offer, intellectual property, proprietary software, progress down the technology capital expenditure path, etc.? My argument is that if Jabil and FLEXF do not have disproportionate strengths on these characteristics, then despite their current growth from taking third-tier business, it's only a matter of time till Solectron's and SCI Systems scale takes its toll on them. I would rather pay a higher PE multiple and count on this being the long-term result. None of these stocks are cheap anyway.

Thanks for your replies.
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