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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: kolo55 who wrote (1479)4/30/1998 7:40:00 PM
From: Ron Kory  Read Replies (1) of 2542
 
Alex, Brown recently issued a report on the ECMs drawing the opposite
conclusion to H/Q. On a valuation basis the group is in the lower
quartile based on the last 4 years, the group trades at a discount
to growth and made an interesting argument that it is absurd that the
group trades at a significant discount to the OEM's that are
supposedly causing the problems for the ECMs.

ron kory
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