Electronic Contract Manufacture (ECM) Sector Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Asymmetric who wrote (982)	12/17/1997 10:39:00 AM
From: rich evans	Read Replies (2) of 2542

Speaking of margins, if you assume the value added component of JBIL and FLEXF are about the same, then the margins should eventually equalize. So if you use your calculator on FLEXF revenues using JBIL's marginsand apply a growth rate PE you come out with a very high stock price for FLEXF. A calculator and greed make for a dangerous combination. Rich

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next