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

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To: Robert G. Harrell who wrote (1106)1/12/1998 5:37:00 PM
From: rich evans  Read Replies (1) of 2542
 
There have been other posts on this thread comparing the ECMs and SCI always shows up high on the list as to value based on PSRs ,BOOK, PE etc. But I have always had problems evaulating it compared to others. Its margins are 1/2 of the others like SLR so naturally its PSR would be 1/2. It is in the high volume boxbuild business and seems to build plants to grow and not buy like FLEXF. I am looking at switching more money into FLEXF at todays price. It got hit again to below 30 while JBIL went up. Has anyone any news?Might be the "F" in its symbol in todays crazy market or maybe there are leaks on report due on the 1/21.

Rich
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