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Technology Stocks : IMSX - International Manufacturing Services
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To: Scott D. who wrote (26)2/24/1998 4:30:00 PM
From: Kerry Lee  Read Replies (1) of 69
 
Looks like IMSX did a great job hitting the Alex Brown analyst estimate, coming in slightly above the $84 million topline number and hitting the 16 cents on a fully diluted basis. This is so eerily close to the AB estimates that one has to wonder whether they gave the analyst significant guidance OR perhaps they had a backlog and managed the quarter to barely beat the estimates. This makes 2 quarters in a row where revenues more than doubled YA, despite the worldwide glut in disk drives. Add in the possibility of customer expansion and this stock appears to be undervalued vs the entire contract mfr sector by any measure, eg Price to sales, PE, PEG, Price to Book, etc, etc..Compare to valuations of Solectron, Sanmina and Jabil, etc and you will see what I mean.

The only question short term is what sort of forward looking guidance ( up or down ), the CEO and CFO gives to Alex Brown, Montgomery and UBS Securities in the coming 1-2 quarters. If anyone has any info, please post. Thanks.
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