Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Asymmetric who wrote (903)	12/1/1997 6:45:00 PM
From: rich evans	Read Replies (3) of 2542

Peter, it seems like this whole sector, both assemblers and board makers as come down to new PE ratios based on both current and forward earnings. FLEXF, JABIL,SCI,SLC - all the biggies are down as well as the mid tier BHE and PLXS, and look at ACTM. And the board companies have even lower PEs. So despite the Optimism expressed in the articles, and the CCIR annual report I received today, and Creitmans observations, the market is more conservative probably because the market is high and demand for the microcap/smallcap/ even midcap is switching to the safer big boys. Anyway I think for 1998 we need to temper our expectations and revise our expected PE valuations. What do you and others think? Rich

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