Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: patroller who wrote (869)	11/17/1997 9:58:00 AM
From: 18acastra	Read Replies (2) of 2542

Being a top-tier CEM, JBILs growth rat should be sustainable in the 25%-40% range. I think it therefore deserves a multiple at a minimum of 25x forward numbers. That multiple could go higher if in fact they are growing faster. CEMs should not trade at a discount to their growth rate. Their growth is actually more sustainable than a lot of the OEMs they serve as only 20% of the industry is outsourced and there are still huge chunks of business to come the way of the CEMs for years to come (witness SCI recent huge deal with HP). My opinion.

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