Electronic Contract Manufacture (ECM) Sector Message Board

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

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To: Asymmetric who wrote (1548)	5/29/1998 12:14:00 AM
From: patroller	Read Replies (1) of 2542

Peter I post this about bay because of the value place on the companys the ecm serve vs the predictable earning the ecm provides. ( Sanford C. Bernstein & Co. analyst Paul Sagawa said he does not believe Bay would accept an offer lower than $40 a share, which would total about $9.2 billion. He added that he believes the company could sell for 4 times sales - or about $42 a share - and possibly as high as 4.5 times sales - or about $48 a share. - Joelle Tessler; 201-938-5285 ) Note the 4.5 times sales for exsample would make jabils valued stock price at 165 dallors, flex stock price base on sales of only 1bil at 225,I only used 1.4 bil for jabil and I exspect that flex and jabil sales to double in a year from now ,so you could buy JBL or FLEX next year for 165-225 a share respectively for half the price (2.25X SALES) and have a company that makes a profit to boot,growing faster with fewer competitors,and less down side risk.jmho patroller ps Paul Sagawa really knows his stuff <ggg> ,I wonder if thats the real paul K

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