SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ron Kory who wrote (1647)8/2/1998 8:58:00 PM
From: patroller  Read Replies (1) of 2542
 
Well this is a first I happen to agree with 18acastra and paul ,if you look at history jbl and flexf are right at the same place sci and slr happen to be at three years ago ,and in june of 99 they'll be 1.1/2 years behind.So the question is does slr deserve a higher muiltiple than the other three ,history proves that jabil had the highest muiltiple in the industry and was the market leader of ecm companys prior to oct 97 .No I think that slr will lose its hold on the lead as soon as jabil proves its back which is happening as we speak and then that will open the door for flex and others to find their rightful place.Jabil is the race horse of the industry ,got everyone's attention with its growth and beating earnings and such they have been off the track for a year ,but the die is cast its growing time and the Mo guys will be all over this one again in which case the only way slr can keep within jbils and flex's price is if they only split once.jmho patroller
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News