Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Creditman who wrote (1322)	3/14/1998 4:19:00 PM
From: Ron Kory	Read Replies (3) of 2542

No doubt SANM is an excellent company....it is just surprising that they are essentially in the same business as HDCO and HDCO trades at a PEG of .5 with HDCO currently trading at 10x earnings projecting 20% growth and SANM trading at 25x current earnings with expected growth of 33% for next year. HDCO seems to have very little downside unless I am missing something. ron kory

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